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SOIUX vs VUIAX
SOIUX vs VUIAX Comparison
Open Charts SOIUX vs VUIAX
Spirit of America Utilts Inst
Price$21.24
Change-$1.38 (-6.10%)
VolumeN/A
Net Assets52.28M
Vanguard Utilities Index Adm
Price$94.31
Change-$4.22 (-4.28%)
VolumeN/A
Net Assets9.81B
SOIUX vs VUIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 9.81B vs. SOIUX (52.3M). SOIUX pays higher dividends than VUIAX: SOIUX (8.22) vs VUIAX (2.68). SOIUX was incepted earlier than VUIAX: SOIUX (3 years) vs VUIAX (22 years). SOIUX (1.68) is less costly to investors than VUIAX (0.09). SOIUX (100000) and VUIAX (100000) have matching initial minimum investment requirements. SOIUX annual gain was more profitable for investors over the last year : 13.88 vs. VUIAX (11.20).
| SOIUX | VUIAX | SOIUX / VUIAX | |
| Total Expense Ratio | 1.29 | 0.09 | 1,433% |
| Annual Report Gross Expense Ratio | 1.68 | 0.09 | 1,867% |
| Fund Existence | 3 years | 22 years | - |
| Gain YTD | 2.214 | 1.627 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.3M | 9.81B | 1% |
| Annual Yield % from dividends | 8.22 | 2.68 | 307% |
| Returns for 1 year | 13.88 | 11.20 | 124% |
| Returns for 3 years | 38.87 | 27.23 | 143% |
| Returns for 5 years | N/A | 36.83 | - |
| Returns for 10 years | N/A | 88.27 | - |
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