Interact to see
Advertisement
Advertisement
FUFRX vs SOAUX
FUFRX vs SOAUX Comparison
Open Charts FUFRX vs SOAUX
Spirit of America Utilities A
Price$22.05
Change-$0.22 (-0.99%)
VolumeN/A
Net Assets52M
FUFRX vs SOAUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FUFRX has more cash in the bank: 7.31B vs. SOAUX (52M). SOAUX pays higher dividends than FUFRX: SOAUX (7.47) vs FUFRX (2.21). FUFRX was incepted earlier than SOAUX: FUFRX (13 years) vs SOAUX (3 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 : 14.17 vs. FUFRX (5.48).
| FUFRX | SOAUX | FUFRX / SOAUX | |
| Total Expense Ratio | 0.50 | 1.54 | 32% |
| Annual Report Gross Expense Ratio | 0.52 | 1.91 | 27% |
| Fund Existence | 13 years | 3 years | - |
| Gain YTD | 18.232 | 20.707 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.31B | 52M | 14,058% |
| Annual Yield % from dividends | 2.21 | 7.47 | 30% |
| Returns for 1 year | 5.48 | 14.17 | 39% |
| Returns for 3 years | 27.35 | N/A | - |
| Returns for 5 years | 47.43 | N/A | - |
| Returns for 10 years | 98.60 | N/A | - |