Ad is loading...
FUGAX vs VUIAX
FUGAX vs VUIAX Comparison
Open Charts FUGAX vs VUIAX
Fidelity Advisor Utilities A
Price$42.78
Change+$1.35 (+3.26%)
VolumeN/A
Net Assets1.19B
Vanguard Utilities Index Adm
Price$82.49
Change+$3.02 (+3.80%)
VolumeN/A
Net Assets8.49B
FUGAX vs VUIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUGAX vs. VUIAX commentary
Apr 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 FUGAX is a Buy and VUIAX is a Buy.
FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.49B vs. FUGAX (1.19B). VUIAX pays higher dividends than FUGAX: VUIAX (2.96) vs FUGAX (1.66). 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 : 11.51 vs. FUGAX (10.07). FUGAX return over 5 years is better than : 48.46 vs. VUIAX (19.32).
| 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 | -4.913 | -3.097 | 159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 8.49B | 14% |
| Annual Yield % from dividends | 1.66 | 2.96 | 56% |
| Returns for 1 year | 10.07 | 11.51 | 87% |
| Returns for 3 years | 6.05 | -4.34 | -139% |
| Returns for 5 years | 48.46 | 19.32 | 251% |
| Returns for 10 years | 71.10 | 63.98 | 111% |
View a ticker or compare two or three
VS
VS
Ad is loading...