Interact to see
Advertisement
Advertisement
FKUTX vs SOCUX
FKUTX vs SOCUX Comparison
Open Charts FKUTX vs SOCUX
FKUTX vs SOCUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FKUTX has more cash in the bank: 7.65B vs. SOCUX (59.7M). SOCUX pays higher dividends than FKUTX: SOCUX (7.04) vs FKUTX (2.05). 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 : 12.29 vs. FKUTX (10.32).
| 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 | 10.052 | 7.732 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.65B | 59.7M | 12,817% |
| Annual Yield % from dividends | 2.05 | 7.04 | 29% |
| Returns for 1 year | 10.32 | 12.29 | 84% |
| Returns for 3 years | 33.84 | 43.45 | 78% |
| Returns for 5 years | 40.07 | N/A | - |
| Returns for 10 years | 60.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers