Fidelity Telecom and Utilities Fund (FIUIX) 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 FIUIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIUIX
FIUIX charges 0.68% 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 | |
|---|---|---|---|---|---|
| Vanguard Utilities Index Fund Admiral Shares | 0.10% | 10.60B | Apr 2004 | FIUIX vs VUIAX | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | FIUIX vs BULIX | |
| Franklin Utilities Fund | 0.72% | — | Sep 1948 | FIUIX vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 | FIUIX vs FSUTX | |
| Franklin Utilities Fund Class A | 0.81% | — | Sep 1948 | FIUIX vs FKUQX |
Best Risk-Adjusted Alternatives to FIUIX
FIUIX has a PortfoliosLab risk / return rank of 4. There are 14 mutual funds in the Utilities Equities category with higher risk-adjusted ranks, going as high as 81.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 81 | — | Jul 2011 | FIUIX vs DPG | |
| Hennessy Gas Utility Fund | 46 | — | May 1989 | FIUIX vs GASFX | |
| Gabelli Utilities Fund | 40 | — | Aug 1999 | FIUIX vs GABUX | |
| Franklin Utilities Fund | 31 | — | Sep 1948 | FIUIX vs FKUTX | |
| Franklin Utilities Fund Class A | 31 | — | Sep 1948 | FIUIX vs FKUQX |
Top Performing FIUIX Alternatives (YTD)
FIUIX is at 4.04% YTD. There are 14 mutual funds in the Utilities Equities category with higher YTD returns, going as high as 19.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 19.33% | — | Jul 2011 | FIUIX vs DPG | |
| Hennessy Gas Utility Fund | 12.77% | — | May 1989 | FIUIX vs GASFX | |
| Franklin Utilities Fund | 10.05% | — | Sep 1948 | FIUIX vs FKUTX | |
| Franklin Utilities Fund Class A | 9.96% | — | Sep 1948 | FIUIX vs FKUQX | |
| Franklin Utilities Fund Class R | 9.84% | — | Jan 2002 | FIUIX vs FRURX |
Lowest Volatility Alternatives to FIUIX
FIUIX has 15.61% 1-year volatility. There are 12 mutual funds in the Utilities Equities category with lower 1-year volatility, going as low as 10.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Utilities Fund | 10.88% | — | Aug 1999 | FIUIX vs GABUX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 12.28% | — | Jul 2011 | FIUIX vs DPG | |
| Hennessy Gas Utility Fund | 12.28% | — | May 1989 | FIUIX vs GASFX | |
| Allspring Utilities and High Income Fund | 12.87% | — | Apr 2004 | FIUIX vs ERH | |
| Allspring Utility and Telecommunications Fund | 13.33% | — | Jan 1994 | FIUIX vs EVUAX |
Lowest Drawdown Alternatives to FIUIX
FIUIX has a 1-year max drawdown of -13.84%. There are 14 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 | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | FIUIX vs DPG | |
| Hennessy Gas Utility Fund | -6.95% | — | May 1989 | FIUIX vs GASFX | |
| Gabelli Utilities Fund | -7.14% | — | Aug 1999 | FIUIX vs GABUX | |
| Allspring Utility and Telecommunications Fund | -7.68% | — | Jan 1994 | FIUIX vs EVUAX | |
| Rydex Utilities Fund | -7.97% | — | Apr 2000 | FIUIX vs RYUIX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 63 | 11.06% | — | Feb 1988 | FIUIX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.83% | — | Jul 1985 | FIUIX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.89% | — | — | FIUIX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.88% | — | — | FIUIX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.06% | — | — | FIUIX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.81% | — | Dec 1987 | FIUIX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.81% | 176.32B | May 1967 | FIUIX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 11.15% | — | — | FIUIX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.41% | — | Nov 1997 | FIUIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 55 | 13.57% | — | Jun 2016 | FIUIX vs FTIHX |
Often Compared With FIUIX
Investors most often compare FIUIX with FLCNX, FPHAX, FSPTX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare FIUIX with Any Fund or Stock
Compare FIUIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIUIX with funds that move differently
Fidelity Telecom and Utilities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIUIX.
Explore FIUIX Diversifiers