Guggenheim Large Cap Value Fund (SECIX) Alternatives
Guggenheim Large Cap Value Fund (SECIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SECIX. 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 SECIX
SECIX charges 1.15% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SECIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | SECIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | SECIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | SECIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | SECIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | SECIX vs TILVX |
Best Risk-Adjusted Alternatives to SECIX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | SECIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | SECIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | SECIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | SECIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | SECIX vs VALAX |
Top Performing SECIX Alternatives (YTD)
SECIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | SECIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | SECIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | SECIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | SECIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | SECIX vs HFCVX |
Lowest Volatility Alternatives to SECIX
SECIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | SECIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | SECIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | SECIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | SECIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | SECIX vs ACIIX |
Lowest Drawdown Alternatives to SECIX
SECIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | SECIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | SECIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | SECIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | SECIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | SECIX vs PSECX |
Other Mutual Funds from Guggenheim
Most popular Guggenheim mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Derivative Income | 1 | -10.50% | Jul 26, 2007 | SECIX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 45 | -9.21% | Feb 14, 1994 | SECIX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 65 | -0.73% | Nov 30, 2011 | SECIX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 97 | -0.13% | Dec 16, 2013 | SECIX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 93 | -1.19% | Nov 29, 2011 | SECIX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 68 | -2.36% | Aug 5, 1996 | SECIX vs SIHAX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 83 | 6.71% | Mar 1, 2007 | SECIX vs RYMTX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 31 | -8.68% | Sep 10, 1962 | SECIX vs SECEX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 57 | -0.71% | — | SECIX vs GIUSX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 16 | -1.69% | Sep 17, 1969 | SECIX vs SECUX |
Compare SECIX with Any Fund or Stock
Compare SECIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.