FRUAX
Price
$19.01
Change
-$0.13 (-0.68%)
Updated
Feb 22, 6:59 PM EST
FUGAX
Price
$35.05
Change
-$0.26 (-0.74%)
Updated
Feb 22, 6:59 PM EST
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Compare predictions FRUAX vs FUGAX

Header iconFRUAX vs FUGAX Comparison
Open Charts FRUAX vs FUGAXBanner chart's image
Franklin Utilities Adv
Price$19.01
Change-$0.13 (-0.68%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Utilities A
Price$35.05
Change-$0.26 (-0.74%)
VolumeN/A
CapitalizationN/A
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FRUAX vs FUGAX Comparison Chart

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VS
FRUAX vs. FUGAX commentary
Feb 23, 2024

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 FRUAX is a Hold and FUGAX is a Hold.

FUNDAMENTALS
Fundamentals
FRUAX has more cash in the bank: 5.39B vs. FUGAX (647M). FRUAX pays higher dividends than FUGAX: FRUAX (2.73) vs FUGAX (1.95). FRUAX was incepted earlier than FUGAX: FRUAX (27 years) vs FUGAX (27 years). FUGAX (1.01) is less costly to investors than FRUAX (0.56). FUGAX is a more actively managed with annual turnover of: 66.00 vs. FRUAX (4.43). FUGAX has a lower initial minimum investment than FRUAX: FUGAX (0) vs FRUAX (100000). FUGAX annual gain was more profitable for investors over the last year : -0.09 vs. FRUAX (-7.00). FUGAX return over 5 years is better than : 24.02 vs. FRUAX (5.22).
FRUAXFUGAXFRUAX / FUGAX
Total Expense Ratio0.561.0155%
Annual Report Gross Expense Ratio0.561.0155%
Fund Existence27 years27 years-
Gain YTD-2.413-2.72089%
Front LoadN/A6%-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/A500-
Net Assets5.39B647M834%
Annual Yield % from dividends2.731.95140%
Returns for 1 year-7.00-0.097,648%
Returns for 3 years7.5913.5256%
Returns for 5 years5.2224.0222%
Returns for 10 years36.3846.9078%
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