BULIX vs VUIAX

Both BULIX and VUIAX are mutual funds. BULIX has a lower 5-year return than VUIAX (5.32% vs 9.02%). BULIX has a higher expense ratio than VUIAX (0.67% vs 0.1%). Below is the comparison between BULIX and VUIAX.

	BULIX	VUIAX
Security Type	Mutual fund	Mutual fund
Segment	Specialty: Utilities	Specialty: Utilities
Family	American Century Investments	Vanguard
Net Assets	$321.70M	$1.46B
Expense Ratio	0.67%	0.10%
Management Style	active	passive (index-based)
Dividend Yield	2.28%	3.11%
Minimum Investment	$3,000.00	$100,000.00
YTD Return	4.05%	6.50%
1-Year Return	6.21%	7.89%
3-Year Return	8.82%	13.64%
5-Year Return	5.32%	9.02%
10-Year Return	8.34%	11.16%

BULIX description

The Fund seeks current income and long-term growth of capital and income. Under normal market conditions, the fund invests at least 80% of its assets in equity securities of companies engaged in the utilities industry. he fund may change this 80% policy only upon 60 days prior written notice to shareholders.

BULIX performance & returns

YTD Return	4.05%
1-Month Return	0.68%
3-Month Return	6.21%
1-Year Return	6.21%
3-Year Return	8.82%
5-Year Return	5.32%
10-Year Return	8.34%

BULIX expense ratio is 0.67%.

BULIX holdings

Top 10 Holdings (55.15% of Total Assets)

Name	Symbol	% Assets
NextEra Energy Inc	NEE	14.74%
Dominion Energy Inc	D	6.04%
Duke Energy Corp	DUK	5.42%
American Water Works Co Inc	AWK	4.61%
Xcel Energy Inc	XEL	4.58%
Southern Co	SO	4.53%
PPL Corp	PPL	4.36%
Entergy Corp	ETR	4.17%
Alliant Energy Corp	LNT	3.60%
Consolidated Edison Inc	ED	3.10%

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VUIAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of utilities stocks. The Fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Utilities Index.

VUIAX performance & returns

YTD Return	6.50%
1-Month Return	0.73%
3-Month Return	7.89%
1-Year Return	7.89%
3-Year Return	13.64%
5-Year Return	9.02%
10-Year Return	11.16%

VUIAX expense ratio is 0.1%.

VUIAX holdings

Top 10 Holdings (56.67% of Total Assets)

Name	Symbol	% Assets
NextEra Energy Inc	NEE	14.59%
Dominion Energy Inc	D	7.12%
Duke Energy Corp	DUK	6.99%
Southern Co	SO	6.15%
American Electric Power Co Inc	AEP	4.35%
Xcel Energy Inc	XEL	3.89%
Exelon Corp	EXC	3.74%
Sempra Energy	SRE	3.54%
WEC Energy Group Inc	WEC	3.28%
Eversource Energy	ES	3.02%

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