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FKUTX vs SOCUX
FKUTX vs SOCUX Comparison
Open Charts FKUTX vs SOCUX
FKUTX vs SOCUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FKUTX has more cash in the bank: 7.52B vs. SOCUX (59M). SOCUX pays higher dividends than FKUTX: SOCUX (7.12) vs FKUTX (2.09). FKUTX was incepted earlier than SOCUX: FKUTX (78 years) vs SOCUX (3 years). SOCUX (2.43) is less costly to investors than FKUTX (0.70). FKUTX is a more actively managed with annual turnover of: 10.80 vs. SOCUX (1.00). SOCUX has a lower initial minimum investment than FKUTX: SOCUX (500) vs FKUTX (1000). SOCUX annual gain was more profitable for investors over the last year : 12.54 vs. FKUTX (9.49).
| FKUTX | SOCUX | FKUTX / SOCUX | |
| Total Expense Ratio | 0.70 | 2.29 | 31% |
| Annual Report Gross Expense Ratio | 0.70 | 2.43 | 29% |
| Fund Existence | 78 years | 3 years | - |
| Gain YTD | 8.278 | 5.683 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.52B | 59M | 12,742% |
| Annual Yield % from dividends | 2.09 | 7.12 | 29% |
| Returns for 1 year | 9.49 | 12.54 | 76% |
| Returns for 3 years | 35.97 | 45.18 | 80% |
| Returns for 5 years | 40.69 | N/A | - |
| Returns for 10 years | 62.88 | N/A | - |
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