Duff & Phelps Utility and Infrastructure Fund Inc (DPG) 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 DPG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DPG
DPG charges 2.26% annually. There are 14 mutual funds in the Utilities Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Utilities Index Fund Admiral Shares | 0.10% | 10.60B | Apr 2004 | DPG vs VUIAX | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | DPG vs BULIX | |
| Fidelity Telecom and Utilities Fund | 0.68% | — | Nov 1987 | DPG vs FIUIX | |
| Franklin Utilities Fund | 0.72% | — | Sep 1948 | DPG vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 | DPG vs FSUTX |
Best Risk-Adjusted Alternatives to DPG
DPG has a PortfoliosLab risk / return rank of 82. No mutual funds in the Utilities Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 42.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Gas Utility Fund | 42 | — | May 1989 | DPG vs GASFX | |
| Gabelli Utilities Fund | 38 | — | Aug 1999 | DPG vs GABUX | |
| Franklin Utilities Fund | 32 | — | Sep 1948 | DPG vs FKUTX | |
| Franklin Utilities Fund Class R | 29 | — | Jan 2002 | DPG vs FRURX | |
| Franklin Utilities Fund Class A | 29 | — | Sep 1948 | DPG vs FKUQX |
Top Performing DPG Alternatives (YTD)
DPG is at 20.30% YTD. No mutual funds in the Utilities Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 12.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Gas Utility Fund | 12.47% | — | May 1989 | DPG vs GASFX | |
| Franklin Utilities Fund | 9.71% | — | Sep 1948 | DPG vs FKUTX | |
| Franklin Utilities Fund Class A | 9.66% | — | Sep 1948 | DPG vs FKUQX | |
| Franklin Utilities Fund Class R | 9.50% | — | Jan 2002 | DPG vs FRURX | |
| Gabelli Utilities Fund | 9.29% | — | Aug 1999 | DPG vs GABUX |
Lowest Volatility Alternatives to DPG
DPG has 12.26% 1-year volatility. There is 1 mutual fund in the Utilities Equities category with lower 1-year volatility, going as low as 10.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Utilities Fund | 10.91% | — | Aug 1999 | DPG vs GABUX | |
| Hennessy Gas Utility Fund | 12.32% | — | May 1989 | DPG vs GASFX | |
| Allspring Utilities and High Income Fund | 12.92% | — | Apr 2004 | DPG vs ERH | |
| Allspring Utility and Telecommunications Fund | 13.35% | — | Jan 1994 | DPG vs EVUAX | |
| Rydex Utilities Fund | 14.01% | — | Apr 2000 | DPG vs RYUIX |
Lowest Drawdown Alternatives to DPG
DPG has a 1-year max drawdown of -5.85%. No mutual funds in the Utilities Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -6.95%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Gas Utility Fund | -6.95% | — | May 1989 | DPG vs GASFX | |
| Gabelli Utilities Fund | -7.14% | — | Aug 1999 | DPG vs GABUX | |
| Allspring Utility and Telecommunications Fund | -7.68% | — | Jan 1994 | DPG vs EVUAX | |
| Rydex Utilities Fund | -7.97% | — | Apr 2000 | DPG vs RYUIX | |
| Franklin Utilities Fund | -8.10% | — | Sep 1948 | DPG vs FKUTX |
Often Compared With DPG
Investors most often compare DPG with IFRA, PRUAX, UTG. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare DPG with Any Fund or Stock
Compare DPG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DPG with funds that move differently
Duff & Phelps Utility and Infrastructure Fund Inc alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DPG.
Explore DPG Diversifiers