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SOAUX vs VUIAX
SOAUX vs VUIAX Comparison
Open Charts SOAUX vs VUIAX
Spirit of America Utilities A
Price$21.57
Change-$0.10 (-0.46%)
VolumeN/A
Net Assets50.39M
Vanguard Utilities Index Adm
Price$93.30
Change-$0.52 (-0.55%)
VolumeN/A
Net Assets10.3B
SOAUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 10.3B vs. SOAUX (50.4M). SOAUX pays higher dividends than VUIAX: SOAUX (7.47) vs VUIAX (2.52). 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 : 12.87 vs. VUIAX (12.17).
| 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 | 14.927 | 14.401 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.4M | 10.3B | 0% |
| Annual Yield % from dividends | 7.47 | 2.52 | 296% |
| Returns for 1 year | 12.87 | 12.17 | 106% |
| Returns for 3 years | N/A | 19.50 | - |
| Returns for 5 years | N/A | 38.37 | - |
| Returns for 10 years | N/A | 108.12 | - |
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