FUFRX
Price
$23.87
Change
+$0.01 (+0.04%)
Updated
May 9 closing price
Net Assets
6.68B
FUGAX
Price
$44.75
Change
+$0.04 (+0.09%)
Updated
May 9 closing price
Net Assets
1.2B
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FUFRX vs FUGAX

Header iconFUFRX vs FUGAX Comparison
Open Charts FUFRX vs FUGAXBanner chart's image
Franklin Utilities R6
Price$23.87
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets6.68B
Fidelity Advisor Utilities A
Price$44.75
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets1.2B
FUFRX vs FUGAX Comparison Chart
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FUFRX vs. FUGAX commentary
May 11, 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 FUFRX is a Buy and FUGAX is a Buy.

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FUNDAMENTALS
Fundamentals
FUFRX has more cash in the bank: 6.68B vs. FUGAX (1.21B). FUFRX pays higher dividends than FUGAX: FUFRX (2.49) vs FUGAX (1.71). FUFRX was incepted earlier than FUGAX: FUFRX (12 years) vs FUGAX (29 years). FUGAX (0.99) is less costly to investors than FUFRX (0.52). FUGAX is a more actively managed with annual turnover of: 84.00 vs. FUFRX (6.80). FUGAX has a lower initial minimum investment than FUFRX: FUGAX (0) vs FUFRX (1000000). FUFRX annual gain was more profitable for investors over the last year : 11.83 vs. FUGAX (9.09). FUGAX return over 5 years is better than : 69.46 vs. FUFRX (36.15).
FUFRXFUGAXFUFRX / FUGAX
Total Expense Ratio0.500.9951%
Annual Report Gross Expense Ratio0.520.9953%
Fund Existence12 years29 years-
Gain YTD5.5152.707204%
Front LoadN/A6%-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.68B1.21B555%
Annual Yield % from dividends2.491.71146%
Returns for 1 year11.839.09130%
Returns for 3 years14.1425.3656%
Returns for 5 years36.1569.4652%
Returns for 10 years59.9588.1568%
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