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BULIX vs FRUAX
BULIX vs FRUAX Comparison
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BULIX vs FRUAX Comparison Chart in %
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BULIX vs. FRUAX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BULIX is a Hold and FRUAX is a Hold.
FUNDAMENTALS
Fundamentals
FRUAX has more cash in the bank: 7.42B vs. BULIX (291M). FRUAX pays higher dividends than BULIX: FRUAX (2.22) vs BULIX (1.99). BULIX was incepted earlier than FRUAX: BULIX (33 years) vs FRUAX (30 years). BULIX (0.65) is less costly to investors than FRUAX (0.55). BULIX is a more actively managed with annual turnover of: 77.00 vs. FRUAX (10.80). BULIX has a lower initial minimum investment than FRUAX: BULIX (2500) vs FRUAX (100000). FRUAX annual gain was more profitable for investors over the last year : 3.20 vs. BULIX (-0.94). FRUAX return over 5 years is better than : 35.56 vs. BULIX (21.68).
| BULIX | FRUAX | BULIX / FRUAX | |
| Total Expense Ratio | 0.65 | 0.55 | 118% |
| Annual Report Gross Expense Ratio | 0.65 | 0.55 | 118% |
| Fund Existence | 33 years | 30 years | - |
| Gain YTD | 6.221 | 6.957 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 7.42B | 4% |
| Annual Yield % from dividends | 1.99 | 2.22 | 90% |
| Returns for 1 year | -0.94 | 3.20 | -29% |
| Returns for 3 years | 38.98 | 31.65 | 123% |
| Returns for 5 years | 21.68 | 35.56 | 61% |
| Returns for 10 years | 30.82 | 58.85 | 52% |
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