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 a closer substitute for your current allocation.
Cheapest Alternatives to SECIX
SECIX charges 1.15% annually. There are 274 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | SECIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | SECIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SECIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SECIX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | SECIX vs TILVX |
Best Risk-Adjusted Alternatives to SECIX
SECIX has a PortfoliosLab risk / return rank of 54. There are 204 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | SECIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | SECIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | SECIX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | SECIX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | SECIX vs AVLVX |
Top Performing SECIX Alternatives (YTD)
SECIX is at 7.43% YTD. There are 281 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | SECIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | SECIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | SECIX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | SECIX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | SECIX vs YAFFX |
Lowest Volatility Alternatives to SECIX
SECIX has 10.17% 1-year volatility. There are 53 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | SECIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | SECIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | SECIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | SECIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | SECIX vs TMMAX |
Lowest Drawdown Alternatives to SECIX
SECIX has a 1-year max drawdown of -6.47%. There are 71 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SECIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SECIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SECIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | SECIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SECIX vs SVAIX |
Other Mutual Funds from Guggenheim
The 10 most viewed Guggenheim mutual funds shown here include GOF, RYOCX, GIBIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Multisector Bonds, Diversified Portfolio, Actively Managed | 1 | -7.16% | — | Jul 2007 | SECIX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 53 | 17.77% | — | Feb 1994 | SECIX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 25 | 0.28% | — | Nov 2011 | SECIX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 92 | 1.12% | — | Dec 2013 | SECIX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 78 | 1.13% | — | Nov 2011 | SECIX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 44 | 1.30% | — | Aug 1996 | SECIX vs SIHAX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 60 | 12.94% | — | Sep 1962 | SECIX vs SECEX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 54 | 6.76% | — | Mar 2007 | SECIX vs RYMTX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 46 | 31.90% | — | Nov 2014 | SECIX vs RMQHX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 63 | 10.73% | — | Jun 2012 | SECIX vs TVRIX |
Often Compared With SECIX
Investors most often compare SECIX with SECUX, AUXFX, GIUSX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SECIX with Any Fund or Stock
Compare SECIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SECIX with funds that move differently
Guggenheim Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SECIX.
Explore SECIX Diversifiers