Interact to see
Advertisement
Advertisement
FDLSX vs USLUX
FDLSX vs USLUX Comparison
Open Charts FDLSX vs USLUX
FDLSX vs USLUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FDLSX vs. USLUX commentary
Jul 14, 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 FDLSX is a Buy and USLUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FDLSX has more cash in the bank: 495M vs. USLUX (51.1M). FDLSX pays higher dividends than USLUX: FDLSX (0.52) vs USLUX (0.01). FDLSX was incepted earlier than USLUX: FDLSX (42 years) vs USLUX (32 years). USLUX (1.95) is less costly to investors than FDLSX (0.68). USLUX is a more actively managed with annual turnover of: 122.00 vs. FDLSX (65.00). FDLSX has a lower initial minimum investment than USLUX: FDLSX (0) vs USLUX (5000). USLUX annual gain was more profitable for investors over the last year : -5.48 vs. FDLSX (-22.53). USLUX return over 5 years is better than : -9.35 vs. FDLSX (-10.15).
| FDLSX | USLUX | FDLSX / USLUX | |
| Total Expense Ratio | 0.68 | 1.75 | 39% |
| Annual Report Gross Expense Ratio | 0.68 | 1.95 | 35% |
| Fund Existence | 42 years | 32 years | - |
| Gain YTD | -6.453 | -5.273 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 495M | 51.1M | 969% |
| Annual Yield % from dividends | 0.52 | 0.01 | 9,754% |
| Returns for 1 year | -22.53 | -5.48 | 411% |
| Returns for 3 years | -4.01 | 1.85 | -216% |
| Returns for 5 years | -10.15 | -9.35 | 109% |
| Returns for 10 years | 28.63 | 18.44 | 155% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement