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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-$1.37 (-6.06%)
VolumeN/A
Net Assets52.28M
Vanguard Utilities Index Adm
Price$94.31
Change-$4.22 (-4.28%)
VolumeN/A
Net Assets9.81B
SOAUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 9.81B vs. SOAUX (52.3M). SOAUX pays higher dividends than VUIAX: SOAUX (8.02) vs VUIAX (2.68). SOAUX was incepted earlier than VUIAX: SOAUX (3 years) vs VUIAX (22 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 : 13.60 vs. VUIAX (11.20).
| 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 | 3 years | 22 years | - |
| Gain YTD | 2.216 | 1.627 | 136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.3M | 9.81B | 1% |
| Annual Yield % from dividends | 8.02 | 2.68 | 299% |
| Returns for 1 year | 13.60 | 11.20 | 121% |
| Returns for 3 years | 37.94 | 27.23 | 139% |
| Returns for 5 years | N/A | 36.83 | - |
| Returns for 10 years | N/A | 88.27 | - |
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