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FUGIX vs VUIAX
FUGIX vs VUIAX Comparison
Open Charts FUGIX vs VUIAX
Fidelity Advisor Utilities I
Price$45.56
Change-$0.55 (-1.19%)
VolumeN/A
Net Assets1.2B
Vanguard Utilities Index Adm
Price$86.86
Change-$1.18 (-1.34%)
VolumeN/A
Net Assets8.41B
FUGIX vs VUIAX Comparison Chart
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FUGIX vs. VUIAX commentary
May 23, 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: 8.41B vs. FUGIX (1.21B). VUIAX pays higher dividends than FUGIX: VUIAX (2.96) vs FUGIX (2.00). 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 annual gain was more profitable for investors over the last year : 13.24 vs. FUGIX (8.26). FUGIX return over 5 years is better than : 71.29 vs. VUIAX (42.27).
| 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 | 3.124 | 7.353 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 8.41B | 14% |
| Annual Yield % from dividends | 2.00 | 2.96 | 68% |
| Returns for 1 year | 8.26 | 13.24 | 62% |
| Returns for 3 years | 24.06 | 11.99 | 201% |
| Returns for 5 years | 71.29 | 42.27 | 169% |
| Returns for 10 years | 89.05 | 82.89 | 107% |
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