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MMUFX vs SOCUX
MMUFX vs SOCUX Comparison
Open Charts MMUFX vs SOCUX
MMUFX vs SOCUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MMUFX has more cash in the bank: 2.66B vs. SOCUX (59M). SOCUX pays higher dividends than MMUFX: SOCUX (7.12) vs MMUFX (1.84). MMUFX was incepted earlier than SOCUX: MMUFX (34 years) vs SOCUX (3 years). SOCUX (2.43) is less costly to investors than MMUFX (1.02). MMUFX is a more actively managed with annual turnover of: 14.00 vs. SOCUX (1.00). SOCUX has a lower initial minimum investment than MMUFX: SOCUX (500) vs MMUFX (1000). MMUFX annual gain was more profitable for investors over the last year : 14.15 vs. SOCUX (12.54).
| MMUFX | SOCUX | MMUFX / SOCUX | |
| Total Expense Ratio | 1.01 | 2.29 | 44% |
| Annual Report Gross Expense Ratio | 1.02 | 2.43 | 42% |
| Fund Existence | 34 years | 3 years | - |
| Gain YTD | 6.801 | 5.683 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 59M | 4,515% |
| Annual Yield % from dividends | 1.84 | 7.12 | 26% |
| Returns for 1 year | 14.15 | 12.54 | 113% |
| Returns for 3 years | 26.79 | 45.18 | 59% |
| Returns for 5 years | 21.76 | N/A | - |
| Returns for 10 years | 70.52 | N/A | - |
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