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FKUTX vs SOAUX
FKUTX vs SOAUX Comparison
Open Charts FKUTX vs SOAUX
FKUTX vs SOAUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FKUTX has more cash in the bank: 7.51B vs. SOAUX (58.6M). SOAUX pays higher dividends than FKUTX: SOAUX (7.78) vs FKUTX (2.09). FKUTX was incepted earlier than SOAUX: FKUTX (78 years) vs SOAUX (3 years). SOAUX (1.69) is less costly to investors than FKUTX (0.70). FKUTX is a more actively managed with annual turnover of: 10.80 vs. SOAUX (1.00). SOAUX initial investment is less costly to investors than FKUTX (4%) vs FKUTX (4%). SOAUX has a lower initial minimum investment than FKUTX: SOAUX (500) vs FKUTX (1000). SOAUX annual gain was more profitable for investors over the last year : 13.62 vs. FKUTX (10.47).
| FKUTX | SOAUX | FKUTX / SOAUX | |
| Total Expense Ratio | 0.70 | 1.53 | 46% |
| Annual Report Gross Expense Ratio | 0.70 | 1.69 | 41% |
| Fund Existence | 78 years | 3 years | - |
| Gain YTD | 7.603 | 6.021 | 126% |
| Front Load | 4% | 6% | 65% |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 58.6M | 12,817% |
| Annual Yield % from dividends | 2.09 | 7.78 | 27% |
| Returns for 1 year | 10.47 | 13.62 | 77% |
| Returns for 3 years | 25.36 | 22.05 | 115% |
| Returns for 5 years | 39.39 | N/A | - |
| Returns for 10 years | 61.86 | N/A | - |
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