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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
Jun 04, 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 Buy and FRUAX is a Buy.
FUNDAMENTALS
Fundamentals
FRUAX has more cash in the bank: 7.27B vs. BULIX (287M). FRUAX (2.20) and BULIX (2.11) have matching dividends . BULIX was incepted earlier than FRUAX: BULIX (33 years) vs FRUAX (29 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 : 5.08 vs. BULIX (0.39). FRUAX return over 5 years is better than : 32.58 vs. BULIX (19.68).
| 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 | 29 years | - |
| Gain YTD | 2.657 | 4.056 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 7.27B | 4% |
| Annual Yield % from dividends | 2.11 | 2.20 | 96% |
| Returns for 1 year | 0.39 | 5.08 | 8% |
| Returns for 3 years | 37.70 | 32.00 | 118% |
| Returns for 5 years | 19.68 | 32.58 | 60% |
| Returns for 10 years | 33.17 | 60.56 | 55% |
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