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FRUAX vs SOCUX
FRUAX vs SOCUX Comparison
Open Charts FRUAX vs SOCUX
FRUAX vs SOCUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FRUAX has more cash in the bank: 7.65B vs. SOCUX (59.7M). SOCUX pays higher dividends than FRUAX: SOCUX (7.04) vs FRUAX (2.16). FRUAX was incepted earlier than SOCUX: FRUAX (30 years) vs SOCUX (3 years). SOCUX (2.43) is less costly to investors than FRUAX (0.55). FRUAX is a more actively managed with annual turnover of: 10.80 vs. SOCUX (1.00). SOCUX has a lower initial minimum investment than FRUAX: SOCUX (500) vs FRUAX (100000). SOCUX annual gain was more profitable for investors over the last year : 12.29 vs. FRUAX (10.57).
| FRUAX | SOCUX | FRUAX / SOCUX | |
| Total Expense Ratio | 0.55 | 2.29 | 24% |
| Annual Report Gross Expense Ratio | 0.55 | 2.43 | 23% |
| Fund Existence | 30 years | 3 years | - |
| Gain YTD | 10.128 | 7.732 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.65B | 59.7M | 12,817% |
| Annual Yield % from dividends | 2.16 | 7.04 | 31% |
| Returns for 1 year | 10.57 | 12.29 | 86% |
| Returns for 3 years | 34.65 | 43.45 | 80% |
| Returns for 5 years | 41.33 | N/A | - |
| Returns for 10 years | 62.51 | N/A | - |
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