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FRUAX vs FUGIX
FRUAX vs FUGIX Comparison
Open Charts FRUAX vs FUGIX
Fidelity Advisor Utilities I
Price$46.07
Change-$0.35 (-0.75%)
VolumeN/A
Net Assets1.19B
FRUAX vs FUGIX Comparison Chart
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FRUAX vs. FUGIX commentary
Apr 04, 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 StrongBuy and FUGIX is a Buy.
FUNDAMENTALS
Fundamentals
FRUAX has more cash in the bank: 6.71B vs. FUGIX (1.19B). FRUAX pays higher dividends than FUGIX: FRUAX (2.45) vs FUGIX (1.93). 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). FUGIX (20.47) and FRUAX (19.99) have marching annual gain over last year. FUGIX return over 5 years is better than : 93.25 vs. FRUAX (47.66).
| 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 | 4.701 | 2.760 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.71B | 1.19B | 565% |
| Annual Yield % from dividends | 2.45 | 1.93 | 127% |
| Returns for 1 year | 19.99 | 20.47 | 98% |
| Returns for 3 years | 6.87 | 17.64 | 39% |
| Returns for 5 years | 47.66 | 93.25 | 51% |
| Returns for 10 years | 55.33 | 89.16 | 62% |