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SOAUX vs VUIAX
SOAUX vs VUIAX Comparison
Open Charts SOAUX vs VUIAX
Spirit of America Utilities A
Price$21.19
Change-$0.14 (-0.66%)
VolumeN/A
Net Assets36.33M
Vanguard Utilities Index Adm
Price$88.35
Change-$0.55 (-0.62%)
VolumeN/A
Net Assets8.71B
SOAUX vs VUIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.71B vs. SOAUX (36.3M). SOAUX pays higher dividends than VUIAX: SOAUX (7.98) 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 : 20.55 vs. VUIAX (16.08).
| 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 | 7.892 | 7.731 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 8.71B | 0% |
| Annual Yield % from dividends | 7.98 | 2.86 | 280% |
| Returns for 1 year | 20.55 | 16.08 | 128% |
| Returns for 3 years | N/A | 21.90 | - |
| Returns for 5 years | N/A | 37.00 | - |
| Returns for 10 years | N/A | 90.37 | - |
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