BULIX vs. EVUAX
Compare and contrast key facts about American Century Utilities Fund (BULIX) and Allspring Utility and Telecommunications Fund (EVUAX).
BULIX is managed by American Century. It was launched on Feb 28, 1993. EVUAX is managed by Allspring Global Investments. It was launched on Jan 3, 1994.
Performance
BULIX vs. EVUAX - Performance Comparison
Loading graphics...
BULIX vs. EVUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 9.37% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
EVUAX Allspring Utility and Telecommunications Fund | 4.92% | 15.41% | 17.68% | -5.17% | -3.47% | 13.95% | 4.19% | 54.25% | 3.25% | 13.66% |
Returns By Period
In the year-to-date period, BULIX achieves a 9.37% return, which is significantly higher than EVUAX's 4.92% return. Over the past 10 years, BULIX has underperformed EVUAX with an annualized return of 7.31%, while EVUAX has yielded a comparatively higher 11.08% annualized return.
BULIX
- 1D
- 0.75%
- 1M
- -2.97%
- YTD
- 9.37%
- 6M
- 8.12%
- 1Y
- 21.96%
- 3Y*
- 14.97%
- 5Y*
- 9.57%
- 10Y*
- 7.31%
EVUAX
- 1D
- 0.43%
- 1M
- -4.30%
- YTD
- 4.92%
- 6M
- 3.81%
- 1Y
- 15.44%
- 3Y*
- 11.56%
- 5Y*
- 7.69%
- 10Y*
- 11.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BULIX vs. EVUAX - Expense Ratio Comparison
BULIX has a 0.65% expense ratio, which is lower than EVUAX's 1.04% expense ratio.
Return for Risk
BULIX vs. EVUAX — Risk / Return Rank
BULIX
EVUAX
BULIX vs. EVUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) and Allspring Utility and Telecommunications Fund (EVUAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BULIX | EVUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.14 | +0.37 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.56 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.22 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.89 | 2.15 | +0.74 |
Martin ratioReturn relative to average drawdown | 7.19 | 5.19 | +1.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BULIX | EVUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.14 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.45 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.58 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.67 | -0.21 |
Correlation
The correlation between BULIX and EVUAX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BULIX vs. EVUAX - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 10.43%, more than EVUAX's 5.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 10.43% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
EVUAX Allspring Utility and Telecommunications Fund | 5.77% | 6.17% | 4.70% | 5.76% | 11.09% | 13.01% | 13.60% | 35.11% | 1.96% | 1.75% | 1.34% | 1.95% |
Drawdowns
BULIX vs. EVUAX - Drawdown Comparison
The maximum BULIX drawdown since its inception was -55.21%, roughly equal to the maximum EVUAX drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for BULIX and EVUAX.
Loading graphics...
Drawdown Indicators
| BULIX | EVUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.21% | -56.00% | +0.79% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -7.90% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -24.56% | -23.32% | -1.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.86% | -31.72% | -2.14% |
Current DrawdownCurrent decline from peak | -2.97% | -4.30% | +1.33% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -9.60% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 3.27% | +0.08% |
Volatility
BULIX vs. EVUAX - Volatility Comparison
American Century Utilities Fund (BULIX) and Allspring Utility and Telecommunications Fund (EVUAX) have volatilities of 4.86% and 4.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BULIX | EVUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 4.79% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 9.44% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 14.63% | +0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.57% | 17.01% | -0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 19.04% | -1.05% |