Correlation
The correlation between GABUX and UTG is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
GABUX vs. UTG
Compare and contrast key facts about Gabelli Utilities Fund (GABUX) and Reaves Utility Income Trust (UTG).
GABUX is managed by Gabelli. It was launched on Aug 30, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GABUX or UTG.
Performance
GABUX vs. UTG - Performance Comparison
Loading data...
Key characteristics
GABUX:
0.78
UTG:
1.77
GABUX:
1.12
UTG:
2.07
GABUX:
1.15
UTG:
1.34
GABUX:
0.84
UTG:
2.27
GABUX:
3.54
UTG:
7.79
GABUX:
3.28%
UTG:
4.36%
GABUX:
14.76%
UTG:
19.20%
GABUX:
-50.00%
UTG:
-67.70%
GABUX:
-2.94%
UTG:
0.00%
Returns By Period
In the year-to-date period, GABUX achieves a 6.13% return, which is significantly lower than UTG's 11.72% return. Over the past 10 years, GABUX has underperformed UTG with an annualized return of 2.69%, while UTG has yielded a comparatively higher 9.74% annualized return.
GABUX
6.13%
-0.60%
-1.28%
11.40%
0.83%
5.68%
2.69%
UTG
11.72%
6.13%
2.73%
33.72%
8.92%
8.40%
9.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
GABUX vs. UTG — Risk-Adjusted Performance Rank
GABUX
UTG
GABUX vs. UTG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Utilities Fund (GABUX) and Reaves Utility Income Trust (UTG). 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.
Loading data...
Dividends
GABUX vs. UTG - Dividend Comparison
GABUX's dividend yield for the trailing twelve months is around 19.64%, more than UTG's 6.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GABUX Gabelli Utilities Fund | 19.64% | 19.51% | 15.53% | 13.44% | 11.03% | 11.58% | 8.21% | 6.45% | 2.64% | 3.22% | 7.61% | 16.00% |
UTG Reaves Utility Income Trust | 6.59% | 7.19% | 8.53% | 8.07% | 6.35% | 6.59% | 5.69% | 6.86% | 6.54% | 9.42% | 7.19% | 5.46% |
Drawdowns
GABUX vs. UTG - Drawdown Comparison
The maximum GABUX drawdown since its inception was -50.00%, smaller than the maximum UTG drawdown of -67.70%. Use the drawdown chart below to compare losses from any high point for GABUX and UTG.
Loading data...
Volatility
GABUX vs. UTG - Volatility Comparison
Gabelli Utilities Fund (GABUX) has a higher volatility of 5.09% compared to Reaves Utility Income Trust (UTG) at 4.02%. This indicates that GABUX's price experiences larger fluctuations and is considered to be riskier than UTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...