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FIJZX vs USLUX
FIJZX vs USLUX Comparison
Open Charts FIJZX vs USLUX
Fidelity Advisor Consumer Discret Z
Price$44.06
Change+$1.01 (+2.35%)
VolumeN/A
Net Assets432.07M
US Global Investors Global Luxury Goods
Price$19.42
Change+$0.18 (+0.94%)
VolumeN/A
Net Assets46.62M
FIJZX vs USLUX Comparison Chart
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FIJZX vs. USLUX commentary
Apr 24, 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: 432M vs. USLUX (46.6M). USLUX pays higher dividends than FIJZX: USLUX (0.59) vs FIJZX (0.00). FIJZX was incepted earlier than USLUX: FIJZX (7 years) vs USLUX (31 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 : -3.37 vs. USLUX (-3.97). USLUX return over 5 years is better than : 48.63 vs. FIJZX (44.22).
| 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 | 31 years | - |
| Gain YTD | -18.682 | -2.754 | 678% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 432M | 46.6M | 927% |
| Annual Yield % from dividends | 0.00 | 0.59 | - |
| Returns for 1 year | -3.37 | -3.97 | 85% |
| Returns for 3 years | 2.52 | 7.02 | 36% |
| Returns for 5 years | 44.22 | 48.63 | 91% |
| Returns for 10 years | N/A | -3.29 | - |
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