FKUTX
Price
$25.31
Change
-$0.15 (-0.59%)
Updated
Jul 31 closing price
Net Assets
7.42B
SOCUX
Price
$21.12
Change
-$0.12 (-0.56%)
Updated
Jul 31 closing price
Net Assets
58.62M
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FKUTX vs SOCUX

FKUTX vs SOCUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FKUTX has more cash in the bank: 7.42B vs. SOCUX (58.6M). SOCUX pays higher dividends than FKUTX: SOCUX (7.26) vs FKUTX (2.10). FKUTX was incepted earlier than SOCUX: FKUTX (78 years) vs SOCUX (4 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 : 4.76 vs. FKUTX (3.01).
FKUTXSOCUXFKUTX / SOCUX
Total Expense Ratio0.702.2931%
Annual Report Gross Expense Ratio0.702.4329%
Fund Existence78 years4 years-
Gain YTD6.8854.372157%
Front Load4%N/A-
Min. Initial Investment1000500200%
Min. Initial Investment IRAN/AN/A-
Net Assets7.42B58.6M12,660%
Annual Yield % from dividends2.107.2629%
Returns for 1 year3.014.7663%
Returns for 3 years30.8640.1677%
Returns for 5 years34.34N/A-
Returns for 10 years56.79N/A-
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