The Best Utilities Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Utilities Equities mutual funds.
- Number of Funds
- 16
- Avg. Expense Ratio
- 0.91%
- Avg. Yield
- 7.59%
- Avg. 1 Year Return
- 14.08%
- Median Risk/Return Score
- 20 / 100
The Best Utilities Equities Mutual Funds
15 results
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Utilities Equities Mutual funds by Risk/Return Score
The top Utilities Equities Mutual funds by PortfoliosLab Risk/Return Score are DPG (69) and GABUX (38).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 69 | — | Jul 2011 | |
| Gabelli Utilities Fund | 38 | — | Aug 1999 | |
| Hennessy Gas Utility Fund | 34 | — | May 1989 | |
| Franklin Utilities Fund Class A | 24 | — | Sep 1948 | |
| Franklin Utilities Fund | 22 | — | Sep 1948 |
Best-Performing Utilities Equities Mutual funds Over 5 Years
The top Utilities Equities Mutual funds is GASFX (12.47%).
Across the lineup, Utilities Equities Mutual funds show an average 1-year return of 14.08% and an average 5-year return of 8.59%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Hennessy Gas Utility Fund | 12.47% | — | May 1989 | |
| Fidelity Select Utilities Portfolio | 12.21% | — | Dec 1981 | |
| PGIM Jennison Utility Fund | 10.72% | — | Jan 1990 | |
| Franklin Utilities Fund | 10.39% | — | Sep 1948 | |
| Franklin Utilities Fund Class A | 10.28% | — | Sep 1948 |
Lowest-Cost Utilities Equities Mutual funds
The top Utilities Equities Mutual funds is VUIAX (0.10%).
With an average expense ratio of 0.91%, Utilities Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard Utilities Index Fund Admiral Shares | 0.10% | 11.10B | Apr 2004 | |
| Fidelity Telecom and Utilities Fund | 0.60% | — | Nov 1987 | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | |
| Franklin Utilities Fund | 0.72% | — | Sep 1948 | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 |
Highest-Yield Utilities Equities Mutual funds
The top Utilities Equities Mutual funds is GABUX (18.24%).
Across the lineup, Utilities Equities Mutual funds show an average dividend yield of 7.59%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Gabelli Utilities Fund | 18.24% | — | Aug 1999 | |
| American Century Utilities Fund | 11.36% | 312.77M | Feb 1993 | |
| PGIM Jennison Utility Fund | 11.03% | — | Jan 1990 | |
| Hennessy Gas Utility Fund | 10.95% | — | May 1989 | |
| Allspring Utilities and High Income Fund | 9.30% | — | Apr 2004 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FSUTX vs. FUTYFSUTX vs. VPUFSUTX vs. XLUFSUTX vs. FDFAXFSUTX vs. RCTIXFIUIX vs. FXAIXFIUIX vs. FLCNXFIUIX vs. FSELXFIUIX vs. FPHAXFIUIX vs. FSPTXVUIAX vs. VPUVUIAX vs. VOOVUIAX vs. VTSAXVUIAX vs. FUTYVUIAX vs. VITAXFKUTX vs. APGAXFKUTX vs. CZAFKUTX vs. BACAXFKUTX vs. GBABFKUTX vs. GLIFXBULIX vs. TWBIXBULIX vs. TWHIXBULIX vs. AOMIXBULIX vs. VOOBULIX vs. VPUMMUFX vs. FSTEXMMUFX vs. VFIAXMMUFX vs. SPYMMUFX vs. FLCSXMMUFX vs. FDFIXGABUX vs. GABEXGABUX vs. VPUGABUX vs. FUTYGABUX vs. VFTNXGABUX vs. UTGDPG vs. IFRADPG vs. UTGDPG vs. PRUAXDPG vs. DNPDPG vs. FUTYGASFX vs. BTC-USDGASFX vs. VTSAXGASFX vs. JEPQGASFX vs. IAUMGASFX vs. RYUIXFRURX vs. FKUQXFRURX vs. PRUAXFRURX vs. RYUIXFRURX vs. EVUAXFRURX vs. ERH