FUGAX vs. FIUIX
Compare and contrast key facts about Fidelity Advisor Utilities Fund Class A (FUGAX) and Fidelity Telecom and Utilities Fund (FIUIX).
FUGAX is managed by Fidelity. It was launched on Sep 3, 1996. FIUIX is managed by Fidelity. It was launched on Nov 27, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUGAX or FIUIX.
Correlation
The correlation between FUGAX and FIUIX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FUGAX vs. FIUIX - Performance Comparison
Key characteristics
FUGAX:
2.01
FIUIX:
2.44
FUGAX:
2.69
FIUIX:
3.22
FUGAX:
1.34
FIUIX:
1.41
FUGAX:
2.10
FIUIX:
3.00
FUGAX:
7.15
FIUIX:
9.67
FUGAX:
4.64%
FIUIX:
3.63%
FUGAX:
16.53%
FIUIX:
14.38%
FUGAX:
-70.35%
FIUIX:
-64.42%
FUGAX:
-6.98%
FIUIX:
-3.61%
Returns By Period
In the year-to-date period, FUGAX achieves a 4.41% return, which is significantly lower than FIUIX's 5.92% return. Over the past 10 years, FUGAX has outperformed FIUIX with an annualized return of 7.78%, while FIUIX has yielded a comparatively lower 6.29% annualized return.
FUGAX
4.41%
-0.67%
7.18%
31.73%
6.45%
7.78%
FIUIX
5.92%
2.68%
10.35%
33.65%
5.71%
6.29%
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FUGAX vs. FIUIX - Expense Ratio Comparison
FUGAX has a 1.02% expense ratio, which is higher than FIUIX's 0.60% expense ratio.
Risk-Adjusted Performance
FUGAX vs. FIUIX — Risk-Adjusted Performance Rank
FUGAX
FIUIX
FUGAX vs. FIUIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Utilities Fund Class A (FUGAX) and Fidelity Telecom and Utilities Fund (FIUIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FUGAX vs. FIUIX - Dividend Comparison
FUGAX's dividend yield for the trailing twelve months is around 1.69%, less than FIUIX's 1.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUGAX Fidelity Advisor Utilities Fund Class A | 1.69% | 1.76% | 1.91% | 1.47% | 1.29% | 2.07% | 1.84% | 1.70% | 1.69% | 1.90% | 5.61% | 6.61% |
FIUIX Fidelity Telecom and Utilities Fund | 1.98% | 2.09% | 2.23% | 1.92% | 2.29% | 2.27% | 2.70% | 2.48% | 2.10% | 2.72% | 4.74% | 3.22% |
Drawdowns
FUGAX vs. FIUIX - Drawdown Comparison
The maximum FUGAX drawdown since its inception was -70.35%, which is greater than FIUIX's maximum drawdown of -64.42%. Use the drawdown chart below to compare losses from any high point for FUGAX and FIUIX. For additional features, visit the drawdowns tool.
Volatility
FUGAX vs. FIUIX - Volatility Comparison
Fidelity Advisor Utilities Fund Class A (FUGAX) has a higher volatility of 5.67% compared to Fidelity Telecom and Utilities Fund (FIUIX) at 3.89%. This indicates that FUGAX's price experiences larger fluctuations and is considered to be riskier than FIUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.