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FIJZX vs USLUX
FIJZX vs USLUX Comparison
Open Charts FIJZX vs USLUX
Fidelity Advisor Consumer Discret Z
Price$51.93
Change+$0.31 (+0.60%)
VolumeN/A
Net Assets489.14M
US Global Investors Global Luxury Goods
Price$21.86
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets52.3M
FIJZX vs USLUX Comparison Chart in %
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FIJZX vs. USLUX commentary
Jul 06, 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 FIJZX is a Buy and USLUX is a Buy.
FUNDAMENTALS
Fundamentals
FIJZX has more cash in the bank: 489M vs. USLUX (52.3M). USLUX pays higher dividends than FIJZX: USLUX (0.54) vs FIJZX (0.00). FIJZX was incepted earlier than USLUX: FIJZX (7 years) vs USLUX (31 years). USLUX (1.95) is less costly to investors than FIJZX (0.59). USLUX is a more actively managed with annual turnover of: 195.00 vs. FIJZX (25.00). FIJZX has a lower initial minimum investment than USLUX: FIJZX (0) vs USLUX (5000). FIJZX annual gain was more profitable for investors over the last year : 9.23 vs. USLUX (7.41). USLUX (50.33) and FIJZX (48.80) have equivalent 5 years return.
| FIJZX | USLUX | FIJZX / USLUX | |
| Total Expense Ratio | 0.59 | 1.75 | 34% |
| Annual Report Gross Expense Ratio | 0.59 | 1.95 | 30% |
| Fund Existence | 7 years | 31 years | - |
| Gain YTD | -1.908 | 9.464 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 52.3M | 935% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 9.23 | 7.41 | 125% |
| Returns for 3 years | 57.13 | 44.02 | 130% |
| Returns for 5 years | 48.80 | 50.33 | 97% |
| Returns for 10 years | N/A | 8.15 | - |
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