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SOCUX vs VUIAX
SOCUX vs VUIAX Comparison
Open Charts SOCUX vs VUIAX
SOCUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 10.6B vs. SOCUX (59M). SOCUX pays higher dividends than VUIAX: SOCUX (7.12) vs VUIAX (2.64). SOCUX was incepted earlier than VUIAX: SOCUX (3 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 : 12.54 vs. VUIAX (10.97).
| 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 | 3 years | 22 years | - |
| Gain YTD | 5.683 | 4.892 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59M | 10.6B | 1% |
| Annual Yield % from dividends | 7.12 | 2.64 | 270% |
| Returns for 1 year | 12.54 | 10.97 | 114% |
| Returns for 3 years | 45.18 | 37.46 | 121% |
| Returns for 5 years | N/A | 40.72 | - |
| Returns for 10 years | N/A | 77.80 | - |
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