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SOCUX vs VUIAX
SOCUX vs VUIAX Comparison
Open Charts SOCUX vs VUIAX
Spirit of America Utilities C
Price$22.31
Change-$0.20 (-0.89%)
VolumeN/A
Net Assets50.05M
Vanguard Utilities Index Adm
Price$96.20
Change-$0.65 (-0.67%)
VolumeN/A
Net Assets9.96B
SOCUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 9.96B vs. SOCUX (50.1M). SOCUX pays higher dividends than VUIAX: SOCUX (7.00) vs VUIAX (2.57). SOCUX was incepted earlier than VUIAX: SOCUX (3 years) vs VUIAX (22 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 (12.59) and VUIAX (12.06) have marching annual gain over last year.
| 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 | 3 years | 22 years | - |
| Gain YTD | 17.984 | 18.095 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.1M | 9.96B | 1% |
| Annual Yield % from dividends | 7.00 | 2.57 | 273% |
| Returns for 1 year | 12.59 | 12.06 | 104% |
| Returns for 3 years | N/A | 29.39 | - |
| Returns for 5 years | N/A | 40.33 | - |
| Returns for 10 years | N/A | 107.66 | - |
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