SOIVX
Price
$35.06
Change
+$0.32 (+0.92%)
Updated
Jul 3 closing price
Net Assets
199.68M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

SOIVX vs VTSMX

Header iconSOIVX vs VTSMX Comparison
Open Charts SOIVX vs VTSMXBanner chart's image
Spirit of America Large Cap Value Inst
Price$35.06
Change+$0.32 (+0.92%)
VolumeN/A
Net Assets199.68M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SOIVX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SOIVX (200M). 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). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. SOIVX (11.96). SOIVX return over 5 years is better than : 118.26 vs. VTSMX (95.59).
SOIVXVTSMXSOIVX / VTSMX
Total Expense Ratio1.220.14871%
Annual Report Gross Expense Ratio1.220.14871%
Fund Existence5 years33 years-
Gain YTD8.6166.421134%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets200M1.82T0%
Annual Yield % from dividends4.251.12380%
Returns for 1 year11.9613.8986%
Returns for 3 years78.8462.08127%
Returns for 5 years118.2695.59124%
Returns for 10 yearsN/A198.05-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JACTX56.850.84
+1.50%
Janus Henderson Forty T
SZCIX53.100.50
+0.95%
DWS Small Cap Core Inst
ARTGX26.170.09
+0.35%
Artisan Global Value Investor
FBPGX27.520.06
+0.22%
Cantor Fitzgerald Equity Dividend Plus A
ESISX16.70-0.03
-0.18%
Parametric International Equity R6