SOIVX
Price
$35.78
Change
+$0.13 (+0.36%)
Updated
Jul 25 closing price
Net Assets
202.99M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SOIVX vs VTSMX

Header iconSOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMXBanner chart's image
Spirit of America Large Cap Value Inst
Price$35.78
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets202.99M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
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 (203M). SOIVX pays higher dividends than VTSMX: SOIVX (4.25) vs VTSMX (1.12). 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 annual gain was more profitable for investors over the last year : 18.73 vs. VTSMX (17.75). SOIVX return over 5 years is better than : 117.26 vs. VTSMX (93.51).
SOIVXVTSMXSOIVX / VTSMX
Total Expense Ratio1.220.14871%
Annual Report Gross Expense Ratio1.220.14871%
Fund Existence5 years33 years-
Gain YTD10.8468.287131%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets203M1.91T0%
Annual Yield % from dividends4.251.12380%
Returns for 1 year18.7317.75106%
Returns for 3 years77.6360.60128%
Returns for 5 years117.2693.51125%
Returns for 10 yearsN/A200.97-
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