MFS Utilities Fund (MMUFX) Alternatives
MFS Utilities Fund (MMUFX) 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 MMUFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MMUFX
MMUFX charges 0.99% annually. Among mutual funds in the Utilities Equities category, these options have the lowest expense ratios among MMUFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Utilities Index Fund Admiral Shares | 0.10% | Apr 28, 2004 | MMUFX vs VUIAX | |
| Fidelity Telecom and Utilities Fund | 0.60% | Nov 27, 1987 | MMUFX vs FIUIX | |
| American Century Utilities Fund | 0.65% | Feb 28, 1993 | MMUFX vs BULIX | |
| Franklin Utilities Fund | 0.72% | Sep 29, 1948 | MMUFX vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | Dec 9, 1981 | MMUFX vs FSUTX |
Best Risk-Adjusted Alternatives to MMUFX
Among mutual funds in the Utilities Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 85 | Jul 27, 2011 | MMUFX vs DPG | |
| Franklin Utilities Fund | 81 | Sep 29, 1948 | MMUFX vs FKUTX | |
| American Century Utilities Fund | 81 | Feb 28, 1993 | MMUFX vs BULIX | |
| Franklin Utilities Fund Class R | 80 | Jan 2, 2002 | MMUFX vs FRURX | |
| Franklin Utilities Fund Class A | 80 | Sep 30, 1948 | MMUFX vs FKUQX |
Top Performing MMUFX Alternatives (YTD)
MMUFX alternatives from the Utilities Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 15.31% | Jul 27, 2011 | MMUFX vs DPG | |
| Hennessy Gas Utility Fund | 14.24% | May 9, 1989 | MMUFX vs GASFX | |
| Franklin Utilities Fund | 9.58% | Sep 29, 1948 | MMUFX vs FKUTX | |
| Franklin Utilities Fund Class A | 9.56% | Sep 30, 1948 | MMUFX vs FKUQX | |
| Franklin Utilities Fund Class R | 9.51% | Jan 2, 2002 | MMUFX vs FRURX |
Lowest Volatility Alternatives to MMUFX
MMUFX alternatives from the Utilities Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Gabelli Utilities Fund | 13.57% | Aug 30, 1999 | MMUFX vs GABUX | |
| Hennessy Gas Utility Fund | 13.69% | May 9, 1989 | MMUFX vs GASFX | |
| Allspring Utility and Telecommunications Fund | 14.63% | Jan 3, 1994 | MMUFX vs EVUAX | |
| Allspring Utilities and High Income Fund | 14.68% | Apr 30, 2004 | MMUFX vs ERH | |
| Rydex Utilities Fund | 15.08% | Apr 2, 2000 | MMUFX vs RYUIX |
Lowest Drawdown Alternatives to MMUFX
MMUFX alternatives from the Utilities Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Allspring Utility and Telecommunications Fund | -7.90% | Jan 3, 1994 | MMUFX vs EVUAX | |
| Franklin Utilities Fund | -8.19% | Sep 29, 1948 | MMUFX vs FKUTX | |
| Franklin Utilities Fund Class R | -8.20% | Jan 2, 2002 | MMUFX vs FRURX | |
| Franklin Utilities Fund Class A | -8.20% | Sep 30, 1948 | MMUFX vs FKUQX | |
| Rydex Utilities Fund | -8.27% | Apr 2, 2000 | MMUFX vs RYUIX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | MMUFX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MMUFX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MMUFX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MMUFX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MMUFX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MMUFX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MMUFX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MMUFX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MMUFX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MMUFX vs MEIAX |
Often Compared With MMUFX
What investors most often compare with MMUFX, based on PortfoliosLab usage data.
Compare MMUFX with Any Fund or Stock
Compare MMUFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.