Ad is loading...
FUGAX vs VUIAX
FUGAX vs VUIAX Comparison
Open Charts FUGAX vs VUIAX
Fidelity Advisor Utilities A
Price$45.19
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets1.09B
Vanguard Utilities Index Adm
Price$85.34
Change+$0.08 (+0.09%)
VolumeN/A
Net Assets8.12B
FUGAX vs VUIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUGAX vs. VUIAX commentary
Jan 19, 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 Hold and VUIAX is a Hold.
FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.12B vs. FUGAX (1.09B). VUIAX pays higher dividends than FUGAX: VUIAX (3.32) vs FUGAX (1.78). FUGAX was incepted earlier than VUIAX: FUGAX (28 years) vs VUIAX (21 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 : 33.18 vs. VUIAX (30.09). FUGAX return over 5 years is better than : 40.75 vs. VUIAX (16.28).
| FUGAX | VUIAX | FUGAX / VUIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | 3.291 | 4.060 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 8.12B | 13% |
| Annual Yield % from dividends | 1.78 | 3.32 | 54% |
| Returns for 1 year | 33.18 | 30.09 | 110% |
| Returns for 3 years | 31.23 | 14.29 | 219% |
| Returns for 5 years | 40.75 | 16.28 | 250% |
| Returns for 10 years | 79.56 | 62.39 | 128% |
View a ticker or compare two or three
VS
VS
Ad is loading...