Guggenheim World Equity Income Fund (SEQAX) belongs to the Dividend 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 66 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | SEQAX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | SEQAX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | SEQAX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | SEQAX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | SEQAX vs VDIGX |
Best Risk-Adjusted Alternatives to SEQAX
SEQAX has a PortfoliosLab risk / return rank of 90. There are 6 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | SEQAX vs VIHAX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 93 | — | Mar 2005 | SEQAX vs SVAAX | |
| Pioneer Multi-Asset Income Fund A | 92 | — | Dec 2011 | SEQAX vs PMAIX | |
| Goldman Sachs Equity Income Fund | 92 | — | Feb 1993 | SEQAX vs GSGRX | |
| Russell Investments Equity Income Fund | 91 | — | Mar 2000 | SEQAX vs REAYX |
Top Performing SEQAX Alternatives (YTD)
SEQAX is at 14.10% YTD. There are 24 mutual funds in the Dividend category with higher YTD returns, going as high as 21.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 21.19% | — | Jan 2013 | SEQAX vs TRDIX | |
| Goldman Sachs Equity Income Fund | 18.68% | — | Feb 1993 | SEQAX vs GSGRX | |
| Vanguard International High Dividend Yield Index F... | 18.05% | 20.40B | Mar 2016 | SEQAX vs VIHAX | |
| Allspring Emerging Markets Equity Income Fund | 17.89% | — | May 2012 | SEQAX vs EQIIX | |
| Janus Henderson Global Equity Income Fund | 17.80% | — | Nov 2006 | SEQAX vs HFQAX |
Lowest Volatility Alternatives to SEQAX
SEQAX has 11.08% 1-year volatility. There are 42 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.97% | — | Dec 2011 | SEQAX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.41% | — | Dec 1973 | SEQAX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.19% | — | Jul 1987 | SEQAX vs CAIFX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | SEQAX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | SEQAX vs ACIIX |
Lowest Drawdown Alternatives to SEQAX
SEQAX has a 1-year max drawdown of -8.39%. There are 51 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | SEQAX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | SEQAX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | SEQAX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | SEQAX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | SEQAX vs CDDYX |
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 | 0 | -8.87% | — | Jul 2007 | SEQAX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 35 | 10.92% | — | Feb 1994 | SEQAX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 27 | -0.49% | — | Nov 2011 | SEQAX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 94 | 1.08% | — | Dec 2013 | SEQAX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 79 | 0.67% | — | Nov 2011 | SEQAX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 45 | 0.68% | — | Aug 1996 | SEQAX vs SIHAX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 57 | 8.52% | — | Jun 2012 | SEQAX vs TVRIX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 54 | 10.23% | — | Sep 1962 | SEQAX vs SECEX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 27 | 16.20% | — | Nov 2014 | SEQAX vs RMQHX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 56 | 5.49% | — | Mar 2007 | SEQAX vs RYMTX |
Often Compared With SEQAX
Investors most often compare SEQAX with GCCHX, ARTHX, GQFPX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
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