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FKUTX vs SOCUX
FKUTX vs SOCUX Comparison
Open Charts FKUTX vs SOCUX
Spirit of America Utilities C
Price$21.70
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets50.65M
FKUTX vs SOCUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FKUTX has more cash in the bank: 7.12B vs. SOCUX (50.7M). SOCUX pays higher dividends than FKUTX: SOCUX (6.85) vs FKUTX (2.06). FKUTX was incepted earlier than SOCUX: FKUTX (77 years) vs SOCUX (3 years). SOCUX (2.66) is less costly to investors than FKUTX (0.71). SOCUX has a lower initial minimum investment than FKUTX: SOCUX (500) vs FKUTX (1000). SOCUX annual gain was more profitable for investors over the last year : 12.72 vs. FKUTX (7.25).
| FKUTX | SOCUX | FKUTX / SOCUX | |
| Total Expense Ratio | 0.71 | 2.29 | 31% |
| Annual Report Gross Expense Ratio | 0.71 | 2.66 | 27% |
| Fund Existence | 77 years | 3 years | - |
| Gain YTD | 8.151 | 13.738 | 59% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.12B | 50.7M | 14,047% |
| Annual Yield % from dividends | 2.06 | 6.85 | 30% |
| Returns for 1 year | 7.25 | 12.72 | 57% |
| Returns for 3 years | 17.89 | N/A | - |
| Returns for 5 years | 37.01 | N/A | - |
| Returns for 10 years | 74.40 | N/A | - |
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