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SOCUX vs VUIAX
SOCUX vs VUIAX Comparison
Open Charts SOCUX vs VUIAX
Spirit of America Utilities C
Price$21.19
Change-$0.05 (-0.24%)
VolumeN/A
Net Assets43.64M
Vanguard Utilities Index Adm
Price$90.83
Change-$0.20 (-0.22%)
VolumeN/A
Net Assets9.25B
SOCUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 9.25B vs. SOCUX (43.6M). SOCUX pays higher dividends than VUIAX: SOCUX (7.33) vs VUIAX (2.76). SOCUX was incepted earlier than VUIAX: SOCUX (3 years) vs VUIAX (21 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 : 13.51 vs. VUIAX (9.29).
| 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 | 21 years | - |
| Gain YTD | 11.065 | 10.755 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6M | 9.25B | 0% |
| Annual Yield % from dividends | 7.33 | 2.76 | 266% |
| Returns for 1 year | 13.51 | 9.29 | 145% |
| Returns for 3 years | N/A | 11.61 | - |
| Returns for 5 years | N/A | 39.95 | - |
| Returns for 10 years | N/A | 101.13 | - |
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