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FUGAX vs VUIAX
FUGAX vs VUIAX Comparison
Open Charts FUGAX vs VUIAX
Fidelity Advisor Utilities A
Price$43.14
Change-$0.53 (-1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Utilities Index Adm
Price$82.32
Change-$0.79 (-0.95%)
VolumeN/A
CapitalizationN/A
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FUGAX vs VUIAX Comparison Chart
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FUGAX vs. VUIAX commentary
Sep 08, 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 FUGAX is a StrongBuy and VUIAX is a Buy.
FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8B vs. FUGAX (871M). VUIAX pays higher dividends than FUGAX: VUIAX (3.32) vs FUGAX (1.78). FUGAX was incepted earlier than VUIAX: FUGAX (28 years) vs VUIAX (20 years). FUGAX is a more actively managed with annual turnover of: 66.00 vs. VUIAX (4.00). FUGAX has a lower initial minimum investment than VUIAX: FUGAX (0) vs VUIAX (100000). FUGAX annual gain was more profitable for investors over the last year : 27.03 vs. VUIAX (23.68). FUGAX return over 5 years is better than : 42.52 vs. VUIAX (18.64).
| FUGAX | VUIAX | FUGAX / VUIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 22.293 | 20.817 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 871M | 8B | 11% |
| Annual Yield % from dividends | 1.78 | 3.32 | 54% |
| Returns for 1 year | 27.03 | 23.68 | 114% |
| Returns for 3 years | 27.08 | 9.43 | 287% |
| Returns for 5 years | 42.52 | 18.64 | 228% |
| Returns for 10 years | 75.86 | 77.82 | 97% |
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