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SOAUX vs VUIAX
SOAUX vs VUIAX Comparison
Open Charts SOAUX vs VUIAX
Spirit of America Utilities A
Price$21.22
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets39.9M
Vanguard Utilities Index Adm
Price$91.64
Change+$0.25 (+0.27%)
VolumeN/A
Net Assets8.82B
SOAUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.82B vs. SOAUX (39.9M). SOAUX pays higher dividends than VUIAX: SOAUX (8.28) vs VUIAX (2.86). SOAUX was incepted earlier than VUIAX: SOAUX (2 years) vs VUIAX (21 years). SOAUX (1.91) is less costly to investors than VUIAX (0.09). SOAUX has a lower initial minimum investment than VUIAX: SOAUX (500) vs VUIAX (100000). SOAUX annual gain was more profitable for investors over the last year : 22.81 vs. VUIAX (19.06).
| SOAUX | VUIAX | SOAUX / VUIAX | |
| Total Expense Ratio | 1.54 | 0.09 | 1,711% |
| Annual Report Gross Expense Ratio | 1.91 | 0.09 | 2,122% |
| Fund Existence | 2 years | 21 years | - |
| Gain YTD | 12.275 | 11.742 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9M | 8.82B | 0% |
| Annual Yield % from dividends | 8.28 | 2.86 | 290% |
| Returns for 1 year | 22.81 | 19.06 | 120% |
| Returns for 3 years | N/A | 18.51 | - |
| Returns for 5 years | N/A | 38.68 | - |
| Returns for 10 years | N/A | 96.48 | - |
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