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FIJZX vs USLUX
FIJZX vs USLUX Comparison
Open Charts FIJZX vs USLUX
Fidelity Advisor Consumer Discret Z
Price$47.11
Change+$0.99 (+2.15%)
VolumeN/A
Net Assets432.07M
US Global Investors Global Luxury Goods
Price$19.69
Change+$0.20 (+1.03%)
VolumeN/A
Net Assets48.54M
FIJZX vs USLUX Comparison Chart
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FIJZX vs. USLUX commentary
Apr 04, 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 FIJZX is a StrongBuy and USLUX is a Hold.
FUNDAMENTALS
Fundamentals
FIJZX has more cash in the bank: 432M vs. USLUX (48.5M). USLUX pays higher dividends than FIJZX: USLUX (0.59) vs FIJZX (0.00). FIJZX was incepted earlier than USLUX: FIJZX (7 years) vs USLUX (30 years). USLUX (2.05) is less costly to investors than FIJZX (0.59). USLUX is a more actively managed with annual turnover of: 195.00 vs. FIJZX (25.00). FIJZX has a lower initial minimum investment than USLUX: FIJZX (0) vs USLUX (5000). FIJZX annual gain was more profitable for investors over the last year : -0.80 vs. USLUX (-4.47). FIJZX return over 5 years is better than : 88.17 vs. USLUX (68.90).
| FIJZX | USLUX | FIJZX / USLUX | |
| Total Expense Ratio | 0.59 | 1.87 | 32% |
| Annual Report Gross Expense Ratio | 0.59 | 2.05 | 29% |
| Fund Existence | 7 years | 30 years | - |
| Gain YTD | -12.883 | -1.402 | 919% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 432M | 48.5M | 891% |
| Annual Yield % from dividends | 0.00 | 0.59 | - |
| Returns for 1 year | -0.80 | -4.47 | 18% |
| Returns for 3 years | 4.32 | 0.97 | 446% |
| Returns for 5 years | 88.17 | 68.90 | 128% |
| Returns for 10 years | N/A | 0.00 | - |
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