| 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 | 4 years | - |
| Gain YTD | 2.536 | 0.962 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.08B | 57.3M | 12,353% |
| Annual Yield % from dividends | 2.32 | 7.54 | 31% |
| Returns for 1 year | -1.06 | 1.95 | -54% |
| Returns for 3 years | 31.40 | 42.31 | 74% |
| Returns for 5 years | 25.84 | N/A | - |
| Returns for 10 years | 61.45 | N/A | - |