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SOCUX vs VUIAX
SOCUX vs VUIAX Comparison
Open Charts SOCUX vs VUIAX
Spirit of America Utilities C
Price$21.40
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets37.37M
Vanguard Utilities Index Adm
Price$88.23
Change+$0.21 (+0.24%)
VolumeN/A
Net Assets8.71B
SOCUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.71B vs. SOCUX (37.4M). SOCUX pays higher dividends than VUIAX: SOCUX (7.23) vs VUIAX (2.86). SOCUX was incepted earlier than VUIAX: SOCUX (2 years) vs VUIAX (21 years). SOCUX (2.66) is less costly to investors than VUIAX (0.09). SOCUX has a lower initial minimum investment than VUIAX: SOCUX (500) vs VUIAX (100000). SOCUX annual gain was more profitable for investors over the last year : 20.45 vs. VUIAX (17.44).
| SOCUX | VUIAX | SOCUX / VUIAX | |
| Total Expense Ratio | 2.29 | 0.09 | 2,544% |
| Annual Report Gross Expense Ratio | 2.66 | 0.09 | 2,956% |
| Fund Existence | 2 years | 21 years | - |
| Gain YTD | 7.770 | 7.328 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.4M | 8.71B | 0% |
| Annual Yield % from dividends | 7.23 | 2.86 | 253% |
| Returns for 1 year | 20.45 | 17.44 | 117% |
| Returns for 3 years | N/A | 17.19 | - |
| Returns for 5 years | N/A | 46.45 | - |
| Returns for 10 years | N/A | 96.77 | - |
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