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SOCUX vs VUIAX
SOCUX vs VUIAX Comparison
Open Charts SOCUX vs VUIAX
Spirit of America Utilities C
Price$21.32
Change-$0.14 (-0.65%)
VolumeN/A
Net Assets36.33M
Vanguard Utilities Index Adm
Price$88.35
Change-$0.55 (-0.62%)
VolumeN/A
Net Assets8.71B
SOCUX vs VUIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.71B vs. SOCUX (36.3M). SOCUX pays higher dividends than VUIAX: SOCUX (7.23) vs VUIAX (2.86). SOCUX was incepted earlier than VUIAX: SOCUX (2 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 : 19.66 vs. VUIAX (16.08).
| 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 | 2 years | 21 years | - |
| Gain YTD | 7.568 | 7.731 | 98% |
| Front Load | N/A | 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 | 7.23 | 2.86 | 253% |
| Returns for 1 year | 19.66 | 16.08 | 122% |
| 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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