Gabelli Utilities Fund (GABUX) 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 GABUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GABUX
GABUX charges 1.39% annually. There are 12 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% | 10.80B | Apr 2004 | GABUX vs VUIAX | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | GABUX vs BULIX | |
| Fidelity Telecom and Utilities Fund | 0.68% | — | Nov 1987 | GABUX vs FIUIX | |
| Franklin Utilities Fund | 0.72% | — | Sep 1948 | GABUX vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 | GABUX vs FSUTX |
Best Risk-Adjusted Alternatives to GABUX
GABUX has a PortfoliosLab risk / return rank of 40. There are 2 mutual funds in the Utilities Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 84 | — | Jul 2011 | GABUX vs DPG | |
| Hennessy Gas Utility Fund | 41 | — | May 1989 | GABUX vs GASFX | |
| MFS Utilities Fund | 23 | — | Feb 1992 | GABUX vs MMUFX | |
| Franklin Utilities Fund | 23 | — | Sep 1948 | GABUX vs FKUTX | |
| Franklin Utilities Fund Class R | 21 | — | Jan 2002 | GABUX vs FRURX |
Top Performing GABUX Alternatives (YTD)
GABUX is at 8.59% YTD. There are 2 mutual funds in the Utilities Equities category with higher YTD returns, going as high as 17.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 17.91% | — | Jul 2011 | GABUX vs DPG | |
| Hennessy Gas Utility Fund | 11.32% | — | May 1989 | GABUX vs GASFX | |
| Franklin Utilities Fund | 7.52% | — | Sep 1948 | GABUX vs FKUTX | |
| Franklin Utilities Fund Class A | 7.47% | — | Sep 1948 | GABUX vs FKUQX | |
| Franklin Utilities Fund Class R | 7.34% | — | Jan 2002 | GABUX vs FRURX |
Lowest Volatility Alternatives to GABUX
GABUX has 11.03% 1-year volatility. No mutual funds in the Utilities Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 12.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 12.12% | — | Jul 2011 | GABUX vs DPG | |
| Hennessy Gas Utility Fund | 12.45% | — | May 1989 | GABUX vs GASFX | |
| Allspring Utilities and High Income Fund | 13.03% | — | Apr 2004 | GABUX vs ERH | |
| Allspring Utility and Telecommunications Fund | 13.40% | — | Jan 1994 | GABUX vs EVUAX | |
| Rydex Utilities Fund | 14.08% | — | Apr 2000 | GABUX vs RYUIX |
Lowest Drawdown Alternatives to GABUX
GABUX has a 1-year max drawdown of -7.14%. There are 2 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 | GABUX vs DPG | |
| Hennessy Gas Utility Fund | -6.95% | — | May 1989 | GABUX vs GASFX | |
| Allspring Utility and Telecommunications Fund | -7.68% | — | Jan 1994 | GABUX vs EVUAX | |
| Rydex Utilities Fund | -7.97% | — | Apr 2000 | GABUX vs RYUIX | |
| Franklin Utilities Fund | -8.10% | — | Sep 1948 | GABUX vs FKUTX |
Other Mutual Funds from Gabelli
The 10 most viewed Gabelli mutual funds shown here include GOLDX, GABEX, GABSX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Gold, Precious Metals | 38 | -10.82% | — | Jul 1994 | GABUX vs GOLDX | |
| Gabelli Equity Income Fund | Dividend, Large Cap Blend Equities | 12 | 12.17% | — | Jan 1992 | GABUX vs GABEX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 47 | 14.32% | — | Oct 1991 | GABUX vs GABSX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 57 | 10.18% | — | Mar 1986 | GABUX vs GABAX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 8 | 0.46% | — | Apr 1987 | GABUX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 59 | 10.17% | — | Oct 1993 | GABUX vs GABTX | |
| Gabelli Value 25 Fund | Mid Cap Blend Equities | 80 | 10.34% | — | Sep 1989 | GABUX vs GABVX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 26 | 4.23% | — | Dec 2002 | GABUX vs GWSAX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 70 | 10.19% | — | Aug 1999 | GABUX vs GABBX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | 87 | 8.11% | — | Feb 2001 | GABUX vs EMAYX |
Often Compared With GABUX
Investors most often compare GABUX with VPU, VFTNX, FUTY. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare GABUX with Any Fund or Stock
Compare GABUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GABUX with funds that move differently
Gabelli Utilities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GABUX.
Explore GABUX Diversifiers