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EVUAX vs VUIAX
EVUAX vs VUIAX Comparison
Open Charts EVUAX vs VUIAX
Allspring Util and Telecomms A
Price$19.21
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets344.14M
Vanguard Utilities Index Adm
Price$85.78
Change-$0.56 (-0.65%)
VolumeN/A
Net Assets8.47B
EVUAX vs VUIAX Comparison Chart
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EVUAX vs. VUIAX commentary
Apr 05, 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 StrongBuy and VUIAX is a Buy.
FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.47B vs. EVUAX (344M). VUIAX pays higher dividends than EVUAX: VUIAX (2.96) vs EVUAX (1.97). 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 : 22.58 vs. EVUAX (17.37). VUIAX return over 5 years is better than : 52.09 vs. EVUAX (7.40).
| 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 | 5.489 | 5.280 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 8.47B | 4% |
| Annual Yield % from dividends | 1.97 | 2.96 | 67% |
| Returns for 1 year | 17.37 | 22.58 | 77% |
| Returns for 3 years | -6.34 | 6.59 | -96% |
| Returns for 5 years | 7.40 | 52.09 | 14% |
| Returns for 10 years | 15.77 | 76.27 | 21% |
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