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 190 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 | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | SEQAX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SEQAX vs UCEQX |
Best Risk-Adjusted Alternatives to SEQAX
SEQAX has a PortfoliosLab risk / return rank of 84. There are 14 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | SEQAX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | SEQAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | SEQAX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | SEQAX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | SEQAX vs PGVFX |
Top Performing SEQAX Alternatives (YTD)
SEQAX is at 12.15% YTD. There are 91 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | SEQAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | SEQAX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | SEQAX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | SEQAX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | SEQAX vs YFSNX |
Lowest Volatility Alternatives to SEQAX
SEQAX has 11.11% 1-year volatility. There are 28 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | SEQAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | SEQAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | SEQAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | SEQAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | 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 | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SEQAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | SEQAX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | SEQAX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | SEQAX vs CSUAX |
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 | SEQAX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 53 | 17.77% | — | Feb 1994 | SEQAX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 25 | 0.28% | — | Nov 2011 | SEQAX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 92 | 1.12% | — | Dec 2013 | SEQAX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 78 | 1.13% | — | Nov 2011 | SEQAX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 44 | 1.30% | — | Aug 1996 | SEQAX vs SIHAX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 60 | 12.94% | — | Sep 1962 | SEQAX vs SECEX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 54 | 6.76% | — | Mar 2007 | SEQAX vs RYMTX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 46 | 31.90% | — | Nov 2014 | SEQAX vs RMQHX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 63 | 10.73% | — | Jun 2012 | SEQAX vs TVRIX |
Often Compared With SEQAX
Investors most often compare SEQAX with GCCHX, ARTHX, GQFPX. These 15 comparison targets span 3 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