FKUTX | SOCUX | FKUTX / SOCUX | |
Total Expense Ratio | 0.71 | 2.30 | 31% |
Annual Report Gross Expense Ratio | 0.71 | 4.92 | 14% |
Fund Existence | 77 years | 2 years | - |
Gain YTD | 5.301 | 6.660 | 80% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 500 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.71B | 32M | 20,959% |
Annual Yield % from dividends | 2.34 | 7.40 | 32% |
Returns for 1 year | 20.81 | 24.93 | 83% |
Returns for 3 years | 7.74 | N/A | - |
Returns for 5 years | 47.34 | N/A | - |
Returns for 10 years | 52.93 | N/A | - |