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SOAUX vs VUIAX
SOAUX vs VUIAX Comparison
Open Charts SOAUX vs VUIAX
Spirit of America Utilities A
Price$21.61
Change-$0.18 (-0.83%)
VolumeN/A
Net Assets45.41M
Vanguard Utilities Index Adm
Price$93.09
Change-$0.94 (-1.00%)
VolumeN/A
Net Assets9.25B
SOAUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 9.25B vs. SOAUX (45.4M). SOAUX pays higher dividends than VUIAX: SOAUX (8.01) vs VUIAX (2.76). SOAUX was incepted earlier than VUIAX: SOAUX (3 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 : 12.53 vs. VUIAX (8.52).
| 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 | 3 years | 21 years | - |
| Gain YTD | 15.563 | 14.657 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4M | 9.25B | 0% |
| Annual Yield % from dividends | 8.01 | 2.76 | 290% |
| Returns for 1 year | 12.53 | 8.52 | 147% |
| Returns for 3 years | N/A | 23.38 | - |
| Returns for 5 years | N/A | 48.11 | - |
| Returns for 10 years | N/A | 106.63 | - |
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