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 are 2 mutual funds in the Utilities Equities category with lower expense ratios, going as low as 0.10%.

Symbol	Name	Expense Ratio	AUM	Inception
VUIAX	Vanguard Utilities Index Fund Admiral Shares	0.10%	11.10B	Apr 2004	BULIX vs VUIAX
FIUIX	Fidelity Telecom and Utilities Fund	0.60%	—	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 11. There are 10 mutual funds in the Utilities Equities category with higher risk-adjusted ranks, going as high as 49.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	49	—	Jul 2011	BULIX vs DPG
GABUX	Gabelli Utilities Fund	27	—	Aug 1999	BULIX vs GABUX
GASFX	Hennessy Gas Utility Fund	14	—	May 1989	BULIX vs GASFX
FKUTX	Franklin Utilities Fund	14	—	Sep 1948	BULIX vs FKUTX
FKUQX	Franklin Utilities Fund Class A	14	—	Sep 1948	BULIX vs FKUQX

Top Performing BULIX Alternatives (YTD)

BULIX is at 4.40% YTD. There are 9 mutual funds in the Utilities Equities category with higher YTD returns, going as high as 13.60%.

Symbol	Name	YTD Return	AUM	Inception
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	13.60%	—	Jul 2011	BULIX vs DPG
GASFX	Hennessy Gas Utility Fund	9.02%	—	May 1989	BULIX vs GASFX
GABUX	Gabelli Utilities Fund	7.08%	—	Aug 1999	BULIX vs GABUX
FKUTX	Franklin Utilities Fund	5.84%	—	Sep 1948	BULIX vs FKUTX
FKUQX	Franklin Utilities Fund Class A	5.77%	—	Sep 1948	BULIX vs FKUQX

Lowest Volatility Alternatives to BULIX

BULIX has 13.85% 1-year volatility. There are 6 mutual funds in the Utilities Equities category with lower 1-year volatility, going as low as 10.70%.

Symbol	Name	Volatility 1Y	AUM	Inception
GABUX	Gabelli Utilities Fund	10.70%	—	Aug 1999	BULIX vs GABUX
GASFX	Hennessy Gas Utility Fund	11.83%	—	May 1989	BULIX vs GASFX
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	12.27%	—	Jul 2011	BULIX vs DPG
ERH	Allspring Utilities and High Income Fund	12.69%	—	Apr 2004	BULIX vs ERH
EVUAX	Allspring Utility and Telecommunications Fund	13.11%	—	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, BGEIX and span 5 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	27	9.68%	26.59B	Nov 1981	BULIX vs TWCUX
TWCGX	American Century Growth Fund	Large Cap Growth Equities	29	8.57%	14.71B	Jun 1971	BULIX vs TWCGX
BGEIX	American Century Global Gold Fund	Precious Metals	26	2.13%	1.76B	Aug 1988	BULIX vs BGEIX
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	34	9.28%	2.12B	May 2006	BULIX vs ACFOX
TWCIX	American Century Select Fund	Large Cap Growth Equities	34	8.87%	6.39B	Jun 1971	BULIX vs TWCIX
ACIHX	American Century Growth Fund G Class	Large Cap Growth Equities	31	8.95%	—	Mar 2022	BULIX vs ACIHX
TWHIX	American Century Heritage Fund	Mid Cap Growth Equities	6	6.69%	5.37B	Nov 1987	BULIX vs TWHIX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	67	2.11%	1.62B	Dec 1986	BULIX vs BCHYX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	41	6.14%	6.45B	Aug 1994	BULIX vs TWEIX
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	79	11.88%	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	48	5.33%	906.43M	Oct 1988	BULIX vs TWBIX
AOMIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	44	6.36%	1.77B	Sep 2004	BULIX vs AOMIX
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	BULIX vs VOO
VPU	Vanguard Utilities ETF	Utilities Equities	20	3.18%	11.10B	Jan 2004	BULIX vs VPU
QYLD	Global X NASDAQ 100 Covered Call ETF	Nasdaq-100, Derivative Income	88	7.88%	8.41B	Dec 2013	BULIX vs QYLD
PRUAX	PGIM Jennison Utility Fund	Utilities Equities	9	3.61%	—	Jan 1990	BULIX vs PRUAX
AAAMX	American Century One Choice Blend+ 2020 Portfolio	Target Retirement Date	62	4.48%	—	Mar 2021	BULIX vs AAAMX
AOVIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	42	10.19%	354.01M	Sep 2004	BULIX vs AOVIX
TWIEX	American Century International Growth Fund	Foreign Large Cap Equities	4	2.84%	2.29B	May 1991	BULIX vs TWIEX
TWSAX	American Century Strategic Allocation: Aggressive ...	Diversified Portfolio	44	8.22%	735.62M	Feb 1996	BULIX vs TWSAX
ARGVX	American Century Investments One Choice 2060 Portf...	Target Retirement Date	46	8.49%	429.52M	Sep 2015	BULIX vs ARGVX
REACX	American Century Real Estate Fund	REIT	11	9.86%	532.56M	Sep 1995	BULIX vs REACX
ASVIX	American Century Small Cap Value Fund	Small Cap Value Equities	21	14.14%	3.25B	Jul 1998	BULIX vs ASVIX
AIOIX	American Century International Opportunities Fund	Foreign Small & Mid Cap Equities	37	15.88%	577.23M	May 2001	BULIX vs AIOIX
ACITX	American Century Inflation-Adjusted Bond Fund	Inflation-Protected Bonds	34	1.70%	2.02B	Feb 1997	BULIX vs ACITX
ARFVX	American Century Investments One Choice 2050 Portf...	Target Retirement Date	48	7.56%	956.18M	May 2008	BULIX vs ARFVX
AEDVX	American Century Emerging Markets Debt Fund	Emerging Markets Bonds	81	2.33%	456.94M	Jul 2014	BULIX vs AEDVX
AFCNX	American Century Focused International Growth Fund	Foreign Large Cap Equities	6	4.21%	—	Mar 2016	BULIX vs AFCNX
AONIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	55	2.84%	352.76M	Sep 2004	BULIX vs AONIX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	7.76%	176.32B	May 1967	BULIX vs FCNTX

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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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