Ad is loading...
FUGAX vs VUIAX
FUGAX vs VUIAX Comparison
Open Charts FUGAX vs VUIAX
Fidelity Advisor Utilities A
Price$44.71
Change-$0.54 (-1.19%)
VolumeN/A
Net Assets1.2B
Vanguard Utilities Index Adm
Price$86.94
Change-$0.75 (-0.86%)
VolumeN/A
Net Assets8.41B
FUGAX vs VUIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUGAX vs. VUIAX commentary
May 09, 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 FUGAX is a Buy and VUIAX is a Buy.
FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.41B vs. FUGAX (1.21B). VUIAX pays higher dividends than FUGAX: VUIAX (2.96) vs FUGAX (1.71). FUGAX was incepted earlier than VUIAX: FUGAX (29 years) vs VUIAX (21 years). FUGAX (0.99) is less costly to investors than VUIAX (0.09). FUGAX is a more actively managed with annual turnover of: 84.00 vs. VUIAX (5.00). FUGAX has a lower initial minimum investment than VUIAX: FUGAX (0) vs VUIAX (100000). VUIAX annual gain was more profitable for investors over the last year : 15.53 vs. FUGAX (12.36). FUGAX return over 5 years is better than : 71.35 vs. VUIAX (42.28).
| FUGAX | VUIAX | FUGAX / VUIAX | |
| Total Expense Ratio | 0.99 | 0.09 | 1,100% |
| Annual Report Gross Expense Ratio | 0.99 | 0.09 | 1,100% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 3.855 | 6.926 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 8.41B | 14% |
| Annual Yield % from dividends | 1.71 | 2.96 | 58% |
| Returns for 1 year | 12.36 | 15.53 | 80% |
| Returns for 3 years | 25.27 | 13.27 | 191% |
| Returns for 5 years | 71.35 | 42.28 | 169% |
| Returns for 10 years | 90.33 | 85.26 | 106% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| APDQX | 14.77 | 0.08 | +0.54% |
| Artisan Mid Cap Value Advisor | |||
| FGRCX | 24.32 | N/A | N/A |
| Fidelity Advisor Mega Cap Stock C | |||
| LICYX | 16.53 | N/A | N/A |
| Lord Abbett International Equity I | |||
| MRASX | 11.44 | N/A | N/A |
| Cromwell CenterSquare Real Estate Inst | |||
| CAIFX | 72.43 | -0.22 | -0.30% |
| American Funds Capital Income Bldr F2 | |||