Interact to see
Advertisement
Advertisement
SOCUX vs VUIAX
SOCUX vs VUIAX Comparison
Open Charts SOCUX vs VUIAX
Spirit of America Utilities C
Price$21.17
Change+$0.33 (+1.58%)
VolumeN/A
Net Assets38.46M
Vanguard Utilities Index Adm
Price$90.84
Change+$1.57 (+1.76%)
VolumeN/A
Net Assets8.82B
SOCUX vs VUIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.82B vs. SOCUX (38.5M). SOCUX pays higher dividends than VUIAX: SOCUX (7.57) 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 : 19.53 vs. VUIAX (17.52).
| 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 | 9.231 | 8.853 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.5M | 8.82B | 0% |
| Annual Yield % from dividends | 7.57 | 2.86 | 265% |
| Returns for 1 year | 19.53 | 17.52 | 111% |
| Returns for 3 years | N/A | 19.68 | - |
| Returns for 5 years | N/A | 36.24 | - |
| Returns for 10 years | N/A | 92.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement