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SOAUX vs VUIAX
SOAUX vs VUIAX Comparison
Open Charts SOAUX vs VUIAX
Spirit of America Utilities A
Price$20.53
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets36.3M
Vanguard Utilities Index Adm
Price$88.83
Change+$0.28 (+0.32%)
VolumeN/A
Net Assets8.71B
SOAUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.71B vs. SOAUX (36.3M). SOAUX pays higher dividends than VUIAX: SOAUX (8.28) vs VUIAX (2.86). SOAUX was incepted earlier than VUIAX: SOAUX (2 years) vs VUIAX (21 years). SOAUX (1.91) is less costly to investors than VUIAX (0.09). SOAUX has a lower initial minimum investment than VUIAX: SOAUX (500) vs VUIAX (100000). SOAUX annual gain was more profitable for investors over the last year : 22.71 vs. VUIAX (19.94).
| SOAUX | VUIAX | SOAUX / VUIAX | |
| Total Expense Ratio | 1.54 | 0.09 | 1,711% |
| Annual Report Gross Expense Ratio | 1.91 | 0.09 | 2,122% |
| Fund Existence | 2 years | 21 years | - |
| Gain YTD | 8.350 | 7.584 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 8.71B | 0% |
| Annual Yield % from dividends | 8.28 | 2.86 | 290% |
| Returns for 1 year | 22.71 | 19.94 | 114% |
| Returns for 3 years | N/A | 13.47 | - |
| Returns for 5 years | N/A | 40.24 | - |
| Returns for 10 years | N/A | 93.50 | - |
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