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SOCUX vs VUIAX
SOCUX vs VUIAX Comparison
Open Charts SOCUX vs VUIAX
Spirit of America Utilities C
Price$21.38
Change-$1.35 (-5.94%)
VolumeN/A
Net Assets52.28M
Vanguard Utilities Index Adm
Price$94.31
Change-$4.22 (-4.28%)
VolumeN/A
Net Assets9.81B
SOCUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 9.81B vs. SOCUX (52.3M). SOCUX pays higher dividends than VUIAX: SOCUX (7.32) vs VUIAX (2.68). SOCUX was incepted earlier than VUIAX: SOCUX (3 years) vs VUIAX (22 years). SOCUX (2.66) is less costly to investors than VUIAX (0.09). SOCUX has a lower initial minimum investment than VUIAX: SOCUX (500) vs VUIAX (100000). SOCUX annual gain was more profitable for investors over the last year : 12.72 vs. VUIAX (11.20).
| SOCUX | VUIAX | SOCUX / VUIAX | |
| Total Expense Ratio | 2.29 | 0.09 | 2,544% |
| Annual Report Gross Expense Ratio | 2.66 | 0.09 | 2,956% |
| Fund Existence | 3 years | 22 years | - |
| Gain YTD | 2.101 | 1.627 | 129% |
| Front Load | N/A | 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 | 7.32 | 2.68 | 273% |
| Returns for 1 year | 12.72 | 11.20 | 114% |
| Returns for 3 years | 34.78 | 27.23 | 128% |
| Returns for 5 years | N/A | 36.83 | - |
| Returns for 10 years | N/A | 88.27 | - |
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