FRURX
Price
$18.70
Change
-$0.13 (-0.69%)
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 trend and price FRURX vs FUGAX

Header iconFRURX vs FUGAX Comparison
Open Charts FRURX vs FUGAXBanner chart's image
Franklin Utilities R
Price$18.70
Change-$0.13 (-0.69%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Utilities A
Price$35.05
Change-$0.26 (-0.74%)
VolumeN/A
CapitalizationN/A
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FRURX vs FUGAX Comparison Chart

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VS
FRURX 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 FRURX is a Hold and FUGAX is a Hold.

FUNDAMENTALS
Fundamentals
FRURX has more cash in the bank: 5.39B vs. FUGAX (647M). FRURX pays higher dividends than FUGAX: FRURX (2.25) vs FUGAX (1.95). FRURX was incepted earlier than FUGAX: FRURX (22 years) vs FUGAX (27 years). FRURX (1.06) and FUGAX (1.01) have similar cost to investors .FRURX (1.06) and FUGAX (1.01) is less costly to investors than . FUGAX is a more actively managed with annual turnover of: 66.00 vs. FRURX (4.43). FUGAX has a lower initial minimum investment than FRURX: FUGAX (0) vs FRURX (1000). FUGAX IRA initial investment is lower compared to FRURX: FUGAX (500) vs FRURX (250). FUGAX annual gain was more profitable for investors over the last year : -0.09 vs. FRURX (-7.49). FUGAX return over 5 years is better than : 24.02 vs. FRURX (2.88).
FRURXFUGAXFRURX / FUGAX
Total Expense Ratio1.061.01105%
Annual Report Gross Expense Ratio1.061.01105%
Fund Existence22 years27 years-
Gain YTD-2.503-2.72092%
Front LoadN/A6%-
Min. Initial Investment10000-
Min. Initial Investment IRA25050050%
Net Assets5.39B647M834%
Annual Yield % from dividends2.251.95115%
Returns for 1 year-7.49-0.098,178%
Returns for 3 years5.8613.5243%
Returns for 5 years2.8824.0212%
Returns for 10 years32.4146.9069%
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