Hennessy Gas Utility Fund (GASFX) 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 GASFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GASFX
GASFX charges 1.00% annually. There are 9 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 | GASFX vs VUIAX | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | GASFX vs BULIX | |
| Fidelity Telecom and Utilities Fund | 0.68% | — | Nov 1987 | GASFX vs FIUIX | |
| Franklin Utilities Fund | 0.72% | — | Sep 1948 | GASFX vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 | GASFX vs FSUTX |
Best Risk-Adjusted Alternatives to GASFX
GASFX has a PortfoliosLab risk / return rank of 41. There is 1 mutual fund in the Utilities Equities category with a higher risk-adjusted rank, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 84 | — | Jul 2011 | GASFX vs DPG | |
| Gabelli Utilities Fund | 40 | — | Aug 1999 | GASFX vs GABUX | |
| MFS Utilities Fund | 23 | — | Feb 1992 | GASFX vs MMUFX | |
| Franklin Utilities Fund | 23 | — | Sep 1948 | GASFX vs FKUTX | |
| Franklin Utilities Fund Class R | 21 | — | Jan 2002 | GASFX vs FRURX |
Top Performing GASFX Alternatives (YTD)
GASFX is at 11.32% YTD. There is 1 mutual fund in the Utilities Equities category with a higher YTD return, going as high as 17.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 17.91% | — | Jul 2011 | GASFX vs DPG | |
| Gabelli Utilities Fund | 8.59% | — | Aug 1999 | GASFX vs GABUX | |
| Franklin Utilities Fund | 7.52% | — | Sep 1948 | GASFX vs FKUTX | |
| Franklin Utilities Fund Class A | 7.47% | — | Sep 1948 | GASFX vs FKUQX | |
| Franklin Utilities Fund Class R | 7.34% | — | Jan 2002 | GASFX vs FRURX |
Lowest Volatility Alternatives to GASFX
GASFX has 12.45% 1-year volatility. There are 2 mutual funds in the Utilities Equities category with lower 1-year volatility, going as low as 11.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Utilities Fund | 11.03% | — | Aug 1999 | GASFX vs GABUX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 12.12% | — | Jul 2011 | GASFX vs DPG | |
| Allspring Utilities and High Income Fund | 13.03% | — | Apr 2004 | GASFX vs ERH | |
| Allspring Utility and Telecommunications Fund | 13.40% | — | Jan 1994 | GASFX vs EVUAX | |
| Rydex Utilities Fund | 14.08% | — | Apr 2000 | GASFX vs RYUIX |
Lowest Drawdown Alternatives to GASFX
GASFX has a 1-year max drawdown of -6.95%. There is 1 mutual fund in the Utilities Equities category with a shallower 1-year drawdown, going as shallow as -5.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | GASFX vs DPG | |
| Gabelli Utilities Fund | -7.14% | — | Aug 1999 | GASFX vs GABUX | |
| Allspring Utility and Telecommunications Fund | -7.68% | — | Jan 1994 | GASFX vs EVUAX | |
| Rydex Utilities Fund | -7.97% | — | Apr 2000 | GASFX vs RYUIX | |
| Franklin Utilities Fund Class A | -8.10% | — | Sep 1948 | GASFX vs FKUQX |
Other Mutual Funds from Hennessy
The 10 most viewed Hennessy mutual funds shown here include HFMDX, HFCGX, HJPNX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hennessy Cornerstone Mid Cap 30 Fund | Mid Cap Blend Equities | 40 | 16.24% | — | Sep 2003 | GASFX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 53 | 12.44% | — | Nov 1996 | GASFX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities, Asia Pacific Equities | 63 | 21.93% | — | Oct 2003 | GASFX vs HJPNX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 8 | -0.68% | — | Jan 1997 | GASFX vs HFCSX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 95 | 16.57% | — | Nov 1996 | GASFX vs HFCVX | |
| Hennessy Midstream Fund | Energy Equities | 50 | 18.54% | — | Dec 2013 | GASFX vs HMSIX | |
| Hennessy Midstream Fund Investor Class | MLPs | 48 | 18.28% | — | Dec 2013 | GASFX vs HMSFX | |
| Hennessy Japan Small Cap Fund | Japan Equities, Asia Pacific Equities | 54 | 16.69% | — | Aug 2007 | GASFX vs HJPSX | |
| Hennessy Energy Transition Fund | Energy Equities | 72 | 24.44% | — | Dec 2013 | GASFX vs HNRIX | |
| Hennessy Balanced Fund | Diversified Portfolio | 89 | 8.07% | — | Mar 1996 | GASFX vs HBFBX |
Often Compared With GASFX
Investors most often compare GASFX with VTSAX, JEPQ, BTC-USD. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare GASFX with Any Fund or Stock
Compare GASFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GASFX with funds that move differently
Hennessy Gas Utility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GASFX.
Explore GASFX Diversifiers