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FRUAX vs FUGIX
FRUAX vs FUGIX Comparison
Open Charts FRUAX vs FUGIX
Fidelity Advisor Utilities I
Price$45.56
Change-$0.55 (-1.19%)
VolumeN/A
Net Assets1.2B
FRUAX vs FUGIX Comparison Chart
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FRUAX vs. FUGIX commentary
May 23, 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 FRUAX is a Buy and FUGIX is a Buy.
FUNDAMENTALS
Fundamentals
FRUAX has more cash in the bank: 6.76B vs. FUGIX (1.21B). FRUAX pays higher dividends than FUGIX: FRUAX (2.44) vs FUGIX (2.00). FRUAX was incepted earlier than FUGIX: FRUAX (28 years) vs FUGIX (29 years). FUGIX (0.72) is less costly to investors than FRUAX (0.56). FUGIX is a more actively managed with annual turnover of: 84.00 vs. FRUAX (6.80). FUGIX has a lower initial minimum investment than FRUAX: FUGIX (0) vs FRUAX (100000). FRUAX annual gain was more profitable for investors over the last year : 12.20 vs. FUGIX (8.26). FUGIX return over 5 years is better than : 71.29 vs. FRUAX (37.24).
| FRUAX | FUGIX | FRUAX / FUGIX | |
| Total Expense Ratio | 0.56 | 0.72 | 78% |
| Annual Report Gross Expense Ratio | 0.56 | 0.72 | 78% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | 6.733 | 3.124 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.76B | 1.21B | 561% |
| Annual Yield % from dividends | 2.44 | 2.00 | 122% |
| Returns for 1 year | 12.20 | 8.26 | 148% |
| Returns for 3 years | 12.51 | 24.06 | 52% |
| Returns for 5 years | 37.24 | 71.29 | 52% |
| Returns for 10 years | 58.53 | 89.05 | 66% |
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