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SOIVX vs VTSMX
SOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMX
Spirit of America Large Cap Value Inst
Price$36.01
Change-$0.14 (-0.39%)
VolumeN/A
Net Assets204.41M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SOIVX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SOIVX (204M). SOIVX pays higher dividends than VTSMX: SOIVX (4.12) vs VTSMX (1.09). SOIVX was incepted earlier than VTSMX: SOIVX (5 years) vs VTSMX (33 years). SOIVX (1.22) is less costly to investors than VTSMX (0.14). SOIVX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SOIVX: VTSMX (3000) vs SOIVX (100000). SOIVX (16.24) and VTSMX (16.21) have marching annual gain over last year. SOIVX return over 5 years is better than : 108.30 vs. VTSMX (85.82).
| SOIVX | VTSMX | SOIVX / VTSMX | |
| Total Expense Ratio | 1.22 | 0.14 | 871% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 11.559 | 9.266 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 1.91T | 0% |
| Annual Yield % from dividends | 4.12 | 1.09 | 377% |
| Returns for 1 year | 16.24 | 16.21 | 100% |
| Returns for 3 years | 62.72 | 46.80 | 134% |
| Returns for 5 years | 108.30 | 85.82 | 126% |
| Returns for 10 years | N/A | 202.54 | - |
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