VUIAX has more cash in the bank: 10.5B vs. SOCUX (57M). SOCUX pays higher dividends than VUIAX: SOCUX (7.26) vs VUIAX (2.70). SOCUX was incepted earlier than VUIAX: SOCUX (4 years) vs VUIAX (22 years). SOCUX (2.43) is less costly to investors than VUIAX (0.09). VUIAX is a more actively managed with annual turnover of: 6.00 vs. SOCUX (1.00). 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 : 1.77 vs. VUIAX (0.03).

	SOCUX	VUIAX	SOCUX / VUIAX
Total Expense Ratio	2.29	0.09	2,544%
Annual Report Gross Expense Ratio	2.43	0.09	2,700%
Fund Existence	4 years	22 years	-
Gain YTD	1.110	0.043	2,576%
Front Load	N/A	N/A	-
Min. Initial Investment	500	100000	1%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	57M	10.5B	1%
Annual Yield % from dividends	7.26	2.70	269%
Returns for 1 year	1.77	0.03	5,478%
Returns for 3 years	42.67	36.26	118%
Returns for 5 years	N/A	22.59	-
Returns for 10 years	N/A	70.54	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
LIGYX	10.99	0.10	+0.92%
Loomis Sayles International Growth Y
EVSIX	30.21	0.15	+0.50%
Allspring Disciplined US Core Inst
ODMCX	10.48	0.05	+0.48%
JPMorgan SMID Cap Equity C
MFRFX	61.12	0.25	+0.41%
MFS Research A
LFEIX	22.62	0.01	+0.04%
Federated Hermes Strategic Div Gr F