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 | 14.877 | 14.944 | 100% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 500 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.21B | 45.4M | 15,879% |
Annual Yield % from dividends | 2.20 | 7.33 | 30% |
Returns for 1 year | 6.53 | 11.71 | 56% |
Returns for 3 years | 26.21 | N/A | - |
Returns for 5 years | 42.86 | N/A | - |
Returns for 10 years | 81.84 | N/A | - |