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 | 12.934 | 13.529 | 96% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 500 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.12B | 42M | 16,948% |
Annual Yield % from dividends | 2.19 | 7.25 | 30% |
Returns for 1 year | 12.86 | 18.98 | 68% |
Returns for 3 years | 11.94 | N/A | - |
Returns for 5 years | 34.80 | N/A | - |
Returns for 10 years | 65.56 | N/A | - |