Guggenheim World Equity Income Fund (SEQAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SEQAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SEQAX
SEQAX charges 1.20% annually. There are 186 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | SEQAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | SEQAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | SEQAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SEQAX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | SEQAX vs VMNVX |
Best Risk-Adjusted Alternatives to SEQAX
SEQAX has a PortfoliosLab risk / return rank of 82. There are 25 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | SEQAX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | SEQAX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | SEQAX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | SEQAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | SEQAX vs JGYIX |
Top Performing SEQAX Alternatives (YTD)
SEQAX is at 11.69% YTD. There are 99 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | SEQAX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | SEQAX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | SEQAX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | SEQAX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | SEQAX vs PRGSX |
Lowest Volatility Alternatives to SEQAX
SEQAX has 10.93% 1-year volatility. There are 32 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | SEQAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | SEQAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | SEQAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | SEQAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | SEQAX vs SGMAX |
Lowest Drawdown Alternatives to SEQAX
SEQAX has a 1-year max drawdown of -8.39%. There are 29 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | SEQAX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | SEQAX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | SEQAX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | SEQAX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SEQAX vs LVAFX |
Other Mutual Funds from Guggenheim
The 10 most viewed Guggenheim mutual funds shown here include GOF, RYOCX, GIBIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Derivative Income | 1 | -7.43% | — | Jul 2007 | SEQAX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 71 | 21.14% | — | Feb 1994 | SEQAX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 30 | 0.59% | — | Nov 2011 | SEQAX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 88 | 0.98% | — | Dec 2013 | SEQAX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 77 | 1.12% | — | Nov 2011 | SEQAX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 37 | 0.80% | — | Aug 1996 | SEQAX vs SIHAX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 75 | 14.79% | — | Sep 1962 | SEQAX vs SECEX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 53 | 8.95% | — | Mar 2007 | SEQAX vs RYMTX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 24 | 16.16% | — | Sep 1969 | SEQAX vs SECUX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 27 | 0.59% | — | — | SEQAX vs GIUSX |
Often Compared With SEQAX
Investors most often compare SEQAX with ARTHX, FMIEX, CAEIX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Artisan Global Equity Fund | Global Equities | 62 | 13.35% | — | Mar 2010 | SEQAX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 89 | 13.17% | — | Sep 1996 | SEQAX vs FMIEX | |
| Calvert Global Energy Solutions Fund | Global Equities | 89 | 23.10% | — | May 2007 | SEQAX vs CAEIX | |
| DWS Global Small Cap Fund | Global Equities | 85 | 20.12% | — | Sep 1991 | SEQAX vs SGSCX | |
| BlackRock Advantage Global Fund, Inc. | Global Equities | 91 | 19.80% | — | Aug 1994 | SEQAX vs MDGCX | |
| Polaris Global Value Fund | Global Equities | 90 | 19.64% | — | May 1998 | SEQAX vs PGVFX |
Compare SEQAX with Any Fund or Stock
Compare SEQAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SEQAX with funds that move differently
Guggenheim World Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SEQAX.
Explore SEQAX Diversifiers