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 a closer substitute for your current allocation.
Cheapest Alternatives to SOAIX
SOAIX charges 1.12% annually. There are 7 mutual funds in the Long-Term Bond category with lower expense ratios, going as low as 0.14%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust Long Duration ... | 0.14% | — | Apr 2004 | SOAIX vs LDRAX | |
| SEI Institutional Investments Trust Long Duration ... | 0.14% | — | Jun 2012 | SOAIX vs SLDAX | |
| T. Rowe Price Institutional Long Duration Credit F... | 0.45% | — | Jun 2013 | SOAIX vs RPLCX | |
| PIMCO Long Duration Total Return Fund | 0.50% | — | Aug 2006 | SOAIX vs PLRIX | |
| PIMCO Long-Term Credit Bond Fund | 0.55% | — | Mar 2009 | SOAIX vs PTCIX |
Best Risk-Adjusted Alternatives to SOAIX
SOAIX has a PortfoliosLab risk / return rank of 33. No mutual funds in the Long-Term Bond category have higher risk-adjusted ranks; the top alternatives shown here go as high as 14.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Institutional Long Duration Credit F... | 14 | — | Jun 2013 | SOAIX vs RPLCX | |
| PIMCO Long-Term Credit Bond Fund | 14 | — | Mar 2009 | SOAIX vs PTCIX | |
| Delaware Extended Duration Bond Fund | 12 | — | Sep 1998 | SOAIX vs DEEIX | |
| SEI Institutional Investments Trust Long Duration ... | 11 | — | Jun 2012 | SOAIX vs SLDAX | |
| PIMCO Long Duration Total Return Fund | 10 | — | Aug 2006 | SOAIX vs PLRIX |
Top Performing SOAIX Alternatives (YTD)
SOAIX is at 1.19% YTD. No mutual funds in the Long-Term Bond category have higher YTD returns; the top-performing alternatives shown here go as high as 0.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO Long-Term Credit Bond Fund | 0.95% | — | Mar 2009 | SOAIX vs PTCIX | |
| Delaware Extended Duration Bond Fund | 0.93% | — | Sep 1998 | SOAIX vs DEEIX | |
| T. Rowe Price Institutional Long Duration Credit F... | 0.77% | — | Jun 2013 | SOAIX vs RPLCX | |
| PIMCO Long Duration Total Return Fund | 0.34% | — | Aug 2006 | SOAIX vs PLRIX | |
| SEI Institutional Investments Trust Long Duration ... | 0.32% | — | Jun 2012 | SOAIX vs SLDAX |
Lowest Volatility Alternatives to SOAIX
SOAIX has 3.91% 1-year volatility. No mutual funds in the Long-Term Bond category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 7.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Extended Duration Bond Fund | 7.47% | — | Sep 1998 | SOAIX vs DEEIX | |
| SEI Institutional Investments Trust Long Duration ... | 7.59% | — | Jun 2012 | SOAIX vs SLDAX | |
| T. Rowe Price Institutional Long Duration Credit F... | 7.76% | — | Jun 2013 | SOAIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | 7.91% | — | Apr 2004 | SOAIX vs LDRAX | |
| PIMCO Long-Term Credit Bond Fund | 8.06% | — | Mar 2009 | SOAIX vs PTCIX |
Lowest Drawdown Alternatives to SOAIX
SOAIX has a 1-year max drawdown of -3.16%. No mutual funds in the Long-Term Bond category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -5.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Extended Duration Bond Fund | -5.14% | — | Sep 1998 | SOAIX vs DEEIX | |
| T. Rowe Price Institutional Long Duration Credit F... | -5.19% | — | Jun 2013 | SOAIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | -5.19% | — | Jun 2012 | SOAIX vs SLDAX | |
| SEI Institutional Investments Trust Long Duration ... | -5.34% | — | Apr 2004 | SOAIX vs LDRAX | |
| PIMCO Long-Term Credit Bond Fund | -5.95% | — | Mar 2009 | SOAIX vs PTCIX |
Other Mutual Funds from Spirit of America
The 4 most viewed Spirit of America mutual funds shown here include SOAAX, SOAEX, SOAVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spirit of America Real Estate Income & Growth Fund | REIT | 21 | 14.89% | — | Jan 1998 | SOAIX vs SOAAX | |
| Spirit of America Energy Fund | Energy Equities | 41 | 23.07% | — | Jul 2014 | SOAIX vs SOAEX | |
| Spirit of America Large Cap Value Fund | Large Cap Blend Equities | 63 | 13.13% | — | Aug 2002 | SOAIX vs SOAVX | |
| Spirit of America Municipal Tax Free Bond Fund | Municipal Bonds | 75 | 1.63% | — | Feb 2008 | SOAIX vs SOAMX |
Often Compared With SOAIX
Investors most often compare SOAIX with SBIFX, IGLB, BLV. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sextant Bond Income Fund | Long-Term Bond | — | — | — | Feb 1993 | SOAIX vs SBIFX | |
| iShares 10+ Year Investment Grade Corporate Bond E... | Corporate Bonds | 25 | 1.43% | 2.65B | Dec 2009 | SOAIX vs IGLB | |
| Vanguard Long-Term Bond ETF | Long-Term Bond | 20 | 1.00% | 8.50B | Apr 2007 | SOAIX vs BLV | |
| iShares Core 10+ Year USD Bond ETF | Long-Term Bond | 23 | 1.02% | 626.70M | Dec 2009 | SOAIX vs ILTB | |
| SPDR Portfolio Long Term Corporate Bond ETF | Corporate Bonds | 23 | 1.51% | 1.18B | Mar 2009 | SOAIX vs SPLB | |
| Vanguard Long-Term Corporate Bond ETF | Corporate Bonds | 24 | 1.50% | 9.20B | Nov 2009 | SOAIX vs VCLT | |
| Vanguard Long-Term Investment-Grade Fund Investor ... | Total Bond Market | 11 | 0.54% | 10.20B | Jul 1973 | SOAIX vs VWESX | |
| Vanguard Long-Term Investment-Grade Fund Investor ... | Long-Term Bond | 3 | -0.73% | — | Jul 1993 | SOAIX vs VLMIX | |
| Invesco Taxable Municipal Bond ETF | Municipal Bonds | 30 | 0.41% | 1.05B | Nov 2009 | SOAIX vs BAB |
Compare SOAIX with Any Fund or Stock
Compare SOAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SOAIX with funds that move differently
Spirit of America Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SOAIX.
Explore SOAIX Diversifiers