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EVUAX vs VUIAX
EVUAX vs VUIAX Comparison
Open Charts EVUAX vs VUIAX
Allspring Util and Telecomms A
Price$19.43
Change-$0.13 (-0.66%)
VolumeN/A
Net Assets345.38M
Vanguard Utilities Index Adm
Price$86.94
Change-$0.75 (-0.86%)
VolumeN/A
Net Assets8.41B
EVUAX vs VUIAX Comparison Chart
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EVUAX vs. VUIAX commentary
May 09, 2025
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 EVUAX is a Buy and VUIAX is a Buy.
FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.41B vs. EVUAX (345M). VUIAX pays higher dividends than EVUAX: VUIAX (2.96) vs EVUAX (1.98). EVUAX was incepted earlier than VUIAX: EVUAX (31 years) vs VUIAX (21 years). EVUAX (1.17) is less costly to investors than VUIAX (0.09). VUIAX is a more actively managed with annual turnover of: 5.00 vs. EVUAX (1.00). EVUAX has a lower initial minimum investment than VUIAX: EVUAX (1000) vs VUIAX (100000). VUIAX annual gain was more profitable for investors over the last year : 15.53 vs. EVUAX (12.57). VUIAX return over 5 years is better than : 42.28 vs. EVUAX (-0.08).
| EVUAX | VUIAX | EVUAX / VUIAX | |
| Total Expense Ratio | 1.04 | 0.09 | 1,156% |
| Annual Report Gross Expense Ratio | 1.17 | 0.09 | 1,300% |
| Fund Existence | 31 years | 21 years | - |
| Gain YTD | 6.523 | 6.926 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 8.41B | 4% |
| Annual Yield % from dividends | 1.98 | 2.96 | 67% |
| Returns for 1 year | 12.57 | 15.53 | 81% |
| Returns for 3 years | 0.12 | 13.27 | 1% |
| Returns for 5 years | -0.08 | 42.28 | -0% |
| Returns for 10 years | 20.08 | 85.26 | 24% |
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