FKUTX | SOCUX | FKUTX / SOCUX | |
Total Expense Ratio | 0.71 | 2.29 | 31% |
Annual Report Gross Expense Ratio | 0.71 | 2.66 | 27% |
Fund Existence | 77 years | 3 years | - |
Gain YTD | 20.700 | 19.871 | 104% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 500 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.55B | 48.5M | 15,571% |
Annual Yield % from dividends | 2.13 | 7.05 | 30% |
Returns for 1 year | 11.07 | 15.68 | 71% |
Returns for 3 years | 47.54 | N/A | - |
Returns for 5 years | 38.19 | N/A | - |
Returns for 10 years | 79.47 | N/A | - |