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SOCUX vs VUIAX
SOCUX vs VUIAX Comparison
Open Charts SOCUX vs VUIAX
Spirit of America Utilities C
Price$22.11
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets50.43M
Vanguard Utilities Index Adm
Price$95.30
Change-$0.28 (-0.29%)
VolumeN/A
Net Assets9.96B
SOCUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 9.96B vs. SOCUX (50.4M). SOCUX pays higher dividends than VUIAX: SOCUX (6.85) vs VUIAX (2.52). 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 : 13.29 vs. VUIAX (10.29).
| 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 | 22 years | - |
| Gain YTD | 19.871 | 17.437 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.4M | 9.96B | 1% |
| Annual Yield % from dividends | 6.85 | 2.52 | 272% |
| Returns for 1 year | 13.29 | 10.29 | 129% |
| Returns for 3 years | N/A | 24.91 | - |
| Returns for 5 years | N/A | 40.44 | - |
| Returns for 10 years | N/A | 110.53 | - |
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