Spirit of America Income Fund (SOAIX) Alternatives
Spirit of America Income Fund (SOAIX) belongs to the Long-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SOAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SOAIX
SOAIX charges 1.12% annually. Among mutual funds in the Long-Term Bond category, these options have the lowest expense ratios among SOAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| SEI Institutional Investments Trust Long Duration ... | 0.14% | Apr 20, 2004 | SOAIX vs LDRAX | |
| SEI Institutional Investments Trust Long Duration ... | 0.14% | Jun 28, 2012 | SOAIX vs SLDAX | |
| T. Rowe Price Institutional Long Duration Credit F... | 0.45% | Jun 2, 2013 | SOAIX vs RPLCX | |
| PIMCO Long Duration Total Return Fund | 0.50% | Aug 30, 2006 | SOAIX vs PLRIX | |
| PIMCO Long-Term Credit Bond Fund | 0.55% | Mar 30, 2009 | SOAIX vs PTCIX |
Best Risk-Adjusted Alternatives to SOAIX
Among mutual funds in the Long-Term Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Sextant Bond Income Fund | 26 | Feb 28, 1993 | SOAIX vs SBIFX | |
| T. Rowe Price Institutional Long Duration Credit F... | 17 | Jun 2, 2013 | SOAIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | 17 | Jun 28, 2012 | SOAIX vs SLDAX | |
| PIMCO Long-Term Credit Bond Fund | 17 | Mar 30, 2009 | SOAIX vs PTCIX | |
| Delaware Extended Duration Bond Fund | 15 | Sep 14, 1998 | SOAIX vs DEEIX |
Top Performing SOAIX Alternatives (YTD)
SOAIX alternatives from the Long-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Sextant Bond Income Fund | -0.81% | Feb 28, 1993 | SOAIX vs SBIFX | |
| SEI Institutional Investments Trust Long Duration ... | -1.41% | Apr 20, 2004 | SOAIX vs LDRAX | |
| PIMCO Long Duration Total Return Fund | -1.66% | Aug 30, 2006 | SOAIX vs PLRIX | |
| SEI Institutional Investments Trust Long Duration ... | -1.77% | Jun 28, 2012 | SOAIX vs SLDAX | |
| Delaware Extended Duration Bond Fund | -1.82% | Sep 14, 1998 | SOAIX vs DEEIX |
Lowest Volatility Alternatives to SOAIX
SOAIX alternatives from the Long-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Sextant Bond Income Fund | 5.68% | Feb 28, 1993 | SOAIX vs SBIFX | |
| SEI Institutional Investments Trust Long Duration ... | 8.68% | Jun 28, 2012 | SOAIX vs SLDAX | |
| Delaware Extended Duration Bond Fund | 8.76% | Sep 14, 1998 | SOAIX vs DEEIX | |
| T. Rowe Price Institutional Long Duration Credit F... | 8.79% | Jun 2, 2013 | SOAIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | 9.18% | Apr 20, 2004 | SOAIX vs LDRAX |
Lowest Drawdown Alternatives to SOAIX
SOAIX alternatives from the Long-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Sextant Bond Income Fund | -3.39% | Feb 28, 1993 | SOAIX vs SBIFX | |
| SEI Institutional Investments Trust Long Duration ... | -5.22% | Jun 28, 2012 | SOAIX vs SLDAX | |
| Delaware Extended Duration Bond Fund | -5.33% | Sep 14, 1998 | SOAIX vs DEEIX | |
| T. Rowe Price Institutional Long Duration Credit F... | -5.80% | Jun 2, 2013 | SOAIX vs RPLCX | |
| PIMCO Long-Term Credit Bond Fund | -5.95% | Mar 30, 2009 | SOAIX vs PTCIX |
Other Mutual Funds from Spirit of America
Most popular Spirit of America mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Spirit of America Large Cap Value Fund | Large Cap Blend Equities | 58 | -5.44% | Aug 1, 2002 | SOAIX vs SOAVX | |
| Spirit of America Energy Fund | Energy Equities | 68 | 28.66% | Jul 9, 2014 | SOAIX vs SOAEX | |
| Spirit of America Municipal Tax Free Bond Fund | Municipal Bonds | 52 | -0.58% | Feb 28, 2008 | SOAIX vs SOAMX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | SOAIX vs SOAAX |
Compare SOAIX with Any Fund or Stock
Compare SOAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.