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EVUYX vs VUIAX
EVUYX vs VUIAX Comparison
Open Charts EVUYX vs VUIAX
Allspring Util and Telecomms Inst
Price$19.21
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets340.57M
Vanguard Utilities Index Adm
Price$85.34
Change+$0.08 (+0.09%)
VolumeN/A
Net Assets8.12B
EVUYX vs VUIAX Comparison Chart
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EVUYX vs. VUIAX commentary
Jan 19, 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 EVUYX is a Buy and VUIAX is a Hold.
FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.12B vs. EVUYX (341M). VUIAX pays higher dividends than EVUYX: VUIAX (3.32) vs EVUYX (2.52). EVUYX was incepted earlier than VUIAX: EVUYX (31 years) vs VUIAX (21 years). EVUYX (4.00) and VUIAX (4.00) have comparable annual turnover. VUIAX has a lower initial minimum investment than EVUYX: VUIAX (100000) vs EVUYX (1000000). VUIAX annual gain was more profitable for investors over the last year : 30.09 vs. EVUYX (23.18). VUIAX return over 5 years is better than : 16.28 vs. EVUYX (-13.47).
| EVUYX | VUIAX | EVUYX / VUIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 21 years | - |
| Gain YTD | 4.289 | 4.060 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 8.12B | 4% |
| Annual Yield % from dividends | 2.52 | 3.32 | 76% |
| Returns for 1 year | 23.18 | 30.09 | 77% |
| Returns for 3 years | -0.34 | 14.29 | -2% |
| Returns for 5 years | -13.47 | 16.28 | -83% |
| Returns for 10 years | 13.23 | 62.39 | 21% |
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