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 | 2 years | - |
Gain YTD | 7.633 | 7.770 | 98% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 500 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.81B | 37.4M | 18,206% |
Annual Yield % from dividends | 2.28 | 7.23 | 31% |
Returns for 1 year | 16.27 | 20.45 | 80% |
Returns for 3 years | 18.60 | N/A | - |
Returns for 5 years | 40.07 | N/A | - |
Returns for 10 years | 69.95 | N/A | - |