Interact to see
Advertisement
Advertisement
FIJZX vs USLUX
FIJZX vs USLUX Comparison
Open Charts FIJZX vs USLUX
Fidelity Advisor Consumer Discret Z
Price$48.61
Change-$1.01 (-2.04%)
VolumeN/A
Net Assets479.57M
US Global Investors Global Luxury Goods
Price$20.79
Change-$0.39 (-1.84%)
VolumeN/A
Net Assets50.17M
FIJZX vs USLUX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIJZX vs. USLUX commentary
Jun 07, 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 Hold.
FUNDAMENTALS
Fundamentals
FIJZX has more cash in the bank: 480M vs. USLUX (50.2M). USLUX pays higher dividends than FIJZX: USLUX (0.55) 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 : 7.36 vs. USLUX (-0.10). FIJZX (40.89) and USLUX (39.77) have equivalent 5 years return.
| 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 | -6.271 | 4.106 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 50.2M | 956% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 7.36 | -0.10 | -7,603% |
| Returns for 3 years | 32.71 | 21.65 | 151% |
| Returns for 5 years | 40.89 | 39.77 | 103% |
| Returns for 10 years | N/A | 3.34 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement