FRUAX | SOCUX | FRUAX / SOCUX | |
Total Expense Ratio | 0.56 | 2.30 | 24% |
Annual Report Gross Expense Ratio | 0.56 | 4.92 | 11% |
Fund Existence | 28 years | 2 years | - |
Gain YTD | 5.320 | 6.660 | 80% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 500 | 20,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.71B | 32M | 20,959% |
Annual Yield % from dividends | 2.45 | 7.40 | 33% |
Returns for 1 year | 21.12 | 24.93 | 85% |
Returns for 3 years | 8.28 | N/A | - |
Returns for 5 years | 48.54 | N/A | - |
Returns for 10 years | 54.62 | N/A | - |