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FUGAX vs VUIAX
FUGAX vs VUIAX Comparison
Open Charts FUGAX vs VUIAX
Fidelity Advisor Utilities A
Price$45.19
Change+$0.23 (+0.51%)
VolumeN/A
Net Assets1.25B
Vanguard Utilities Index Adm
Price$87.98
Change+$0.36 (+0.41%)
VolumeN/A
Net Assets8.71B
FUGAX vs VUIAX Comparison Chart
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FUGAX vs. VUIAX commentary
Jun 07, 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: 8.71B vs. FUGAX (1.25B). VUIAX pays higher dividends than FUGAX: VUIAX (2.86) vs FUGAX (1.68). 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 : 14.90 vs. FUGAX (10.34). FUGAX return over 5 years is better than : 56.60 vs. VUIAX (30.75).
| 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 | 3.189 | 6.841 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 8.71B | 14% |
| Annual Yield % from dividends | 1.68 | 2.86 | 59% |
| Returns for 1 year | 10.34 | 14.90 | 69% |
| Returns for 3 years | 17.71 | 7.55 | 235% |
| Returns for 5 years | 56.60 | 30.75 | 184% |
| Returns for 10 years | 94.34 | 91.08 | 104% |
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