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FUFRX vs SOAUX
FUFRX vs SOAUX Comparison
Open Charts FUFRX vs SOAUX
Spirit of America Utilities A
Price$21.19
Change-$0.14 (-0.66%)
VolumeN/A
Net Assets36.33M
FUFRX vs SOAUX Comparison Chart
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FUNDAMENTALS
Fundamentals
FUFRX has more cash in the bank: 6.77B vs. SOAUX (36.3M). SOAUX pays higher dividends than FUFRX: SOAUX (7.98) vs FUFRX (2.43). FUFRX was incepted earlier than SOAUX: FUFRX (12 years) vs SOAUX (2 years). SOAUX (1.91) is less costly to investors than FUFRX (0.52). SOAUX has a lower initial minimum investment than FUFRX: SOAUX (500) vs FUFRX (1000000). SOAUX annual gain was more profitable for investors over the last year : 20.55 vs. FUFRX (15.59).
| FUFRX | SOAUX | FUFRX / SOAUX | |
| Total Expense Ratio | 0.50 | 1.54 | 32% |
| Annual Report Gross Expense Ratio | 0.52 | 1.91 | 27% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 6.974 | 7.892 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.77B | 36.3M | 18,653% |
| Annual Yield % from dividends | 2.43 | 7.98 | 30% |
| Returns for 1 year | 15.59 | 20.55 | 76% |
| Returns for 3 years | 23.40 | N/A | - |
| Returns for 5 years | 34.27 | N/A | - |
| Returns for 10 years | 68.58 | N/A | - |
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