BULIX Alternatives & Similar Mutual Funds

American Century Utilities Fund (BULIX) belongs to the Utilities Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BULIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BULIX

BULIX charges 0.65% annually. There is 1 mutual fund in the Utilities Equities category with a lower expense ratio, going as low as 0.10%.

Symbol	Name	Expense Ratio	AUM	Inception
VUIAX	Vanguard Utilities Index Fund Admiral Shares	0.10%	10.60B	Apr 2004	BULIX vs VUIAX
FIUIX	Fidelity Telecom and Utilities Fund	0.68%	—	Nov 1987	BULIX vs FIUIX
FKUTX	Franklin Utilities Fund	0.72%	—	Sep 1948	BULIX vs FKUTX
FSUTX	Fidelity Select Utilities Portfolio	0.74%	—	Dec 1981	BULIX vs FSUTX
FKUQX	Franklin Utilities Fund Class A	0.81%	—	Sep 1948	BULIX vs FKUQX

Best Risk-Adjusted Alternatives to BULIX

BULIX has a PortfoliosLab risk / return rank of 21. There are 9 mutual funds in the Utilities Equities category with higher risk-adjusted ranks, going as high as 81.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	81	—	Jul 2011	BULIX vs DPG
GASFX	Hennessy Gas Utility Fund	46	—	May 1989	BULIX vs GASFX
GABUX	Gabelli Utilities Fund	40	—	Aug 1999	BULIX vs GABUX
FKUTX	Franklin Utilities Fund	31	—	Sep 1948	BULIX vs FKUTX
FKUQX	Franklin Utilities Fund Class A	31	—	Sep 1948	BULIX vs FKUQX

Top Performing BULIX Alternatives (YTD)

BULIX is at 8.80% YTD. There are 7 mutual funds in the Utilities Equities category with higher YTD returns, going as high as 19.33%.

Symbol	Name	YTD Return	AUM	Inception
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	19.33%	—	Jul 2011	BULIX vs DPG
GASFX	Hennessy Gas Utility Fund	12.77%	—	May 1989	BULIX vs GASFX
FKUTX	Franklin Utilities Fund	10.05%	—	Sep 1948	BULIX vs FKUTX
FKUQX	Franklin Utilities Fund Class A	9.96%	—	Sep 1948	BULIX vs FKUQX
FRURX	Franklin Utilities Fund Class R	9.84%	—	Jan 2002	BULIX vs FRURX

Lowest Volatility Alternatives to BULIX

BULIX has 14.16% 1-year volatility. There are 6 mutual funds in the Utilities Equities category with lower 1-year volatility, going as low as 10.88%.

Symbol	Name	Volatility 1Y	AUM	Inception
GABUX	Gabelli Utilities Fund	10.88%	—	Aug 1999	BULIX vs GABUX
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	12.28%	—	Jul 2011	BULIX vs DPG
GASFX	Hennessy Gas Utility Fund	12.28%	—	May 1989	BULIX vs GASFX
ERH	Allspring Utilities and High Income Fund	12.87%	—	Apr 2004	BULIX vs ERH
EVUAX	Allspring Utility and Telecommunications Fund	13.33%	—	Jan 1994	BULIX vs EVUAX

Lowest Drawdown Alternatives to BULIX

BULIX has a 1-year max drawdown of -8.93%. There are 10 mutual funds in the Utilities Equities category with shallower 1-year drawdowns, going as shallow as -5.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	-5.85%	—	Jul 2011	BULIX vs DPG
GASFX	Hennessy Gas Utility Fund	-6.95%	—	May 1989	BULIX vs GASFX
GABUX	Gabelli Utilities Fund	-7.14%	—	Aug 1999	BULIX vs GABUX
EVUAX	Allspring Utility and Telecommunications Fund	-7.68%	—	Jan 1994	BULIX vs EVUAX
RYUIX	Rydex Utilities Fund	-7.97%	—	Apr 2000	BULIX vs RYUIX

Other Mutual Funds from American Century

The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, ACIHX and span 6 categories. AUM among these funds goes as high as $27B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWCUX	American Century Ultra Fund	Large Cap Growth Equities	17	5.47%	26.59B	Nov 1981	BULIX vs TWCUX
TWCGX	American Century Growth Fund	Large Cap Growth Equities	20	5.46%	14.71B	Jun 1971	BULIX vs TWCGX
ACIHX	American Century Growth Fund G Class	Large Cap Growth Equities	22	5.93%	—	Mar 2022	BULIX vs ACIHX
BGEIX	American Century Global Gold Fund	Gold, Precious Metals	22	-12.03%	1.76B	Aug 1988	BULIX vs BGEIX
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	23	4.98%	2.12B	May 2006	BULIX vs ACFOX
TWCIX	American Century Select Fund	Large Cap Growth Equities	22	4.54%	6.39B	Jun 1971	BULIX vs TWCIX
TWHIX	American Century Heritage Fund	Mid Cap Growth Equities	6	7.65%	5.37B	Nov 1987	BULIX vs TWHIX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	84	2.45%	1.62B	Dec 1986	BULIX vs BCHYX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	66	10.67%	6.45B	Aug 1994	BULIX vs TWEIX
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	86	14.69%	1.99B	Dec 1990	BULIX vs BIGRX

Often Compared With BULIX

Investors most often compare BULIX with TWBIX, AOMIX, VOO. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWBIX	American Century Balanced Fund	Diversified Portfolio	39	5.22%	906.43M	Oct 1988	BULIX vs TWBIX
AOMIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	42	6.63%	1.77B	Sep 2004	BULIX vs AOMIX
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	BULIX vs VOO
VPU	Vanguard Utilities ETF	Utilities Equities	32	8.14%	10.60B	Jan 2004	BULIX vs VPU
QYLD	Global X NASDAQ 100 Covered Call ETF	Nasdaq-100, Derivative Income	88	9.09%	8.37B	Dec 2013	BULIX vs QYLD
PRUAX	PGIM Jennison Utility Fund	Utilities Equities	18	6.99%	—	Jan 1990	BULIX vs PRUAX
AAAMX	American Century One Choice Blend+ 2020 Portfolio	Target Retirement Date	62	4.67%	—	Mar 2021	BULIX vs AAAMX
TWSAX	American Century Strategic Allocation: Aggressive ...	Diversified Portfolio	41	8.22%	735.62M	Feb 1996	BULIX vs TWSAX
ARGVX	American Century Investments One Choice 2060 Portf...	Target Retirement Date	44	8.74%	429.52M	Sep 2015	BULIX vs ARGVX
AOVIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	39	10.23%	354.01M	Sep 2004	BULIX vs AOVIX
REACX	American Century Real Estate Fund	REIT	29	14.16%	532.56M	Sep 1995	BULIX vs REACX
ARFVX	American Century Investments One Choice 2050 Portf...	Target Retirement Date	45	7.76%	956.18M	May 2008	BULIX vs ARFVX
TWMIX	American Century Emerging Markets Fund	Emerging Markets Diversified	85	29.45%	1.90B	Sep 1997	BULIX vs TWMIX
TWIEX	American Century International Growth Fund	Foreign Large Cap Equities	5	1.53%	2.29B	May 1991	BULIX vs TWIEX
ASVIX	American Century Small Cap Value Fund	Small Cap Value Equities	23	20.36%	3.25B	Jul 1998	BULIX vs ASVIX
AIOIX	American Century International Opportunities Fund	Foreign Small & Mid Cap Equities	23	10.47%	577.23M	May 2001	BULIX vs AIOIX
AEDVX	American Century Emerging Markets Debt Fund	Emerging Markets Bonds	78	2.64%	456.94M	Jul 2014	BULIX vs AEDVX
APOIX	American Century Short Duration Inflation Protecti...	Inflation-Protected Bonds	79	1.67%	1.19B	May 2005	BULIX vs APOIX
AONIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	51	3.07%	352.76M	Sep 2004	BULIX vs AONIX
AFCNX	American Century Focused International Growth Fund	Foreign Large Cap Equities	4	-0.26%	—	Mar 2016	BULIX vs AFCNX

Compare BULIX with Any Fund or Stock

Compare BULIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BULIX with funds that move differently

American Century Utilities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BULIX.

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American Century Utilities Fund (BULIX) Alternatives