Ad is loading...
FUGIX vs VUIAX
FUGIX vs VUIAX Comparison
Open Charts FUGIX vs VUIAX
Fidelity Advisor Utilities I
Price$45.32
Change-$0.11 (-0.24%)
VolumeN/A
Net Assets1.19B
Vanguard Utilities Index Adm
Price$84.99
Change-$0.35 (-0.41%)
VolumeN/A
Net Assets8.49B
FUGIX vs VUIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUGIX vs. VUIAX commentary
Apr 28, 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 FUGIX is a Buy and VUIAX is a Buy.
FUNDAMENTALS
Fundamentals
VUIAX has more cash in the bank: 8.49B vs. FUGIX (1.19B). VUIAX pays higher dividends than FUGIX: VUIAX (2.96) vs FUGIX (1.93). FUGIX was incepted earlier than VUIAX: FUGIX (29 years) vs VUIAX (21 years). FUGIX (0.72) is less costly to investors than VUIAX (0.09). FUGIX is a more actively managed with annual turnover of: 84.00 vs. VUIAX (5.00). FUGIX has a lower initial minimum investment than VUIAX: FUGIX (0) vs VUIAX (100000). VUIAX (17.63) and FUGIX (16.79) have marching annual gain over last year. FUGIX return over 5 years is better than : 67.90 vs. VUIAX (33.39).
| FUGIX | VUIAX | FUGIX / VUIAX | |
| Total Expense Ratio | 0.72 | 0.09 | 800% |
| Annual Report Gross Expense Ratio | 0.72 | 0.09 | 800% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 1.357 | 3.634 | 37% |
| Front Load | N/A | 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 | 1.93 | 2.96 | 65% |
| Returns for 1 year | 16.79 | 17.63 | 95% |
| Returns for 3 years | 20.89 | 7.79 | 268% |
| Returns for 5 years | 67.90 | 33.39 | 203% |
| Returns for 10 years | 85.40 | 74.33 | 115% |
View a ticker or compare two or three
VS
VS
Ad is loading...