AllianceBernstein vs Reaves Utility Income Fund

This page compares AllianceBernstein and Reaves Utility Income Fund to illuminate differences in business models, financial performance, and market context. It presents neutral descriptions of strategies, revenue framing, and risk considerations to help users understand without guidance or recommendations. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

Metric

UTG

$3.63B

Market Cap

$3.37B

2.82%

Potential Profit

N/A

Hold

Analyst Rating

N/A

Investment Analysis

AllianceBernstein

Pros

AllianceBernstein has a strong asset base with over $800 billion in managed assets, providing scale and diversification across equity and fixed-income strategies.
The company offers a high dividend yield, currently above 8%, supported by a history of reliable payouts to shareholders.
AllianceBernstein maintains a low debt-to-equity ratio, indicating a conservative capital structure and financial stability.

Considerations

The firm's profitability is sensitive to interest rate fluctuations, which can impact flows into its bond funds and overall performance.
Net profit margin has been negative in recent periods, reflecting cost pressures and challenges in maintaining earnings growth.
A significant portion of revenue comes from fixed-income strategies, making the business vulnerable to rising rates and market volatility.

Reaves Utility Income Fund

UTG

Pros

Reaves Utility Income Fund delivers a high distribution yield, currently above 6%, appealing to income-focused investors.
The fund is concentrated in the utilities sector, which tends to offer stable cash flows and defensive characteristics during market downturns.
It has a low price-to-earnings ratio, suggesting the stock may be attractively valued relative to earnings.

Considerations

As a closed-end fund, UTG's share price can trade at a significant premium or discount to net asset value, introducing volatility risk.
The fund's heavy sector concentration in utilities increases exposure to regulatory changes and interest rate sensitivity.
Management expense ratio is relatively high, which can erode returns for shareholders over time.

About The Companies

AllianceBernstein (AB)

AllianceBernstein Holding L.P. (AB) is a global investment management and research firm. It provides a wide range of services to different types of clients across the world. For institutional clients like pension funds and central banks, it offers dedicated investment management. For retail investors, it provides access to mutual funds and other investment vehicles. The company also offers private wealth management services for high-net-worth individuals and families. As a publicly traded partnership, its business model is built on providing deep research and diversified investment strategies. Like any investment firm, its performance is closely linked to the health of global financial markets, and the value of its assets under management can fluctuate. Past performance is not an indicator of future results.

Reaves Utility Income Fund (UTG)

The Reaves Utility Income Fund (UTG) is a closed-end investment fund designed for those interested in the utilities sector. Its main goal is to provide investors with a high level of income, primarily from dividends, alongside longer-term capital growth. To achieve this, the fund typically invests at least 80% of its assets in the dividend-paying shares of companies within the utility industry. This includes firms involved in generating or distributing electricity, gas, and water, as well as those in telecommunications and infrastructure like toll roads and airports. It's important for potential investors to know that the fund may also invest in lower-grade bonds, which can carry higher risk. As with any investment, the fund's value can go down as well as up, and past performance is not a guide to future returns.

Buy AB or UTG in Nemo

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6% Interest on Cash

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AllianceBernstein vs Reaves Utility Income Fund

Comparison Snapshot

Investment Analysis

AllianceBernstein

Pros

Considerations

Reaves Utility Income Fund

Pros

Considerations

About The Companies

Buy AB or UTG in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

Comparison Snapshot

About The Companies

AllianceBernstein vs Reaves Utility Income Fund

Comparison Snapshot

Investment Analysis

AllianceBernstein

Pros

Considerations

Reaves Utility Income Fund

Pros

Considerations

About The Companies

Buy AB or UTG in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

Discover More Comparisons

AllianceBernstein vs BBVA Argentina

AllianceBernstein vs Genworth

AllianceBernstein vs BancFirst

Frequently asked questions

What does a stock comparison show about companies in the same page, and why is it useful for beginners?

How should I interpret a company’s dividend yield and its impact on total return?

What does “risk factors” mean in a stock comparison, and how can they differ across investments?

Why is it important to look at revenue sources when comparing stocks?

How should I interpret price-to-earnings or other valuation cues in a stock comparison?

What does ‘dividend yield’ tell me when the two stocks have different payout profiles?

How do interest rates influence these two investments differently?

What role does sector concentration play in risk and return expectations?

What should a beginner consider when starting a stock comparison page like this?

What is a ‘net profit margin’ and why is it relevant here?

Is this page providing investment advice or a neutral educational overview?

Comparison Snapshot

About The Companies