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FIJZX vs USLUX
FIJZX vs USLUX Comparison
Open Charts FIJZX vs USLUX
Fidelity Advisor Consumer Discret Z
Price$50.58
Change+$0.59 (+1.18%)
VolumeN/A
Net Assets444.94M
US Global Investors Global Luxury Goods
Price$21.18
Change-$0.10 (-0.47%)
VolumeN/A
Net Assets51.41M
FIJZX vs USLUX Comparison Chart
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FIJZX vs. USLUX commentary
May 15, 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 Buy and USLUX is a Buy.
FUNDAMENTALS
Fundamentals
FIJZX has more cash in the bank: 445M vs. USLUX (51.4M). USLUX pays higher dividends than FIJZX: USLUX (0.58) vs FIJZX (0.00). FIJZX was incepted earlier than USLUX: FIJZX (7 years) vs USLUX (31 years). USLUX (1.95) 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 : 8.25 vs. USLUX (3.90). FIJZX return over 5 years is better than : 64.39 vs. USLUX (58.82).
| FIJZX | USLUX | FIJZX / USLUX | |
| Total Expense Ratio | 0.59 | 1.75 | 34% |
| Annual Report Gross Expense Ratio | 0.59 | 1.95 | 30% |
| Fund Existence | 7 years | 31 years | - |
| Gain YTD | -5.572 | 6.560 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 51.4M | 866% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 8.25 | 3.90 | 212% |
| Returns for 3 years | 38.40 | 30.84 | 124% |
| Returns for 5 years | 64.39 | 58.82 | 109% |
| Returns for 10 years | N/A | 6.48 | - |
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