Guggenheim SMid Cap Value Fund (SEVAX) belongs to the Mid 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 SEVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SEVAX
SEVAX charges 1.19% annually. There are 89 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | SEVAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | SEVAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | SEVAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | SEVAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | SEVAX vs VMVIX |
Best Risk-Adjusted Alternatives to SEVAX
SEVAX has a PortfoliosLab risk / return rank of 35. There are 79 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 89 | — | Mar 2002 | SEVAX vs HAMVX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 88 | — | Nov 2001 | SEVAX vs SMVTX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | SEVAX vs NAMAX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | SEVAX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 84 | — | Aug 1998 | SEVAX vs NCBVX |
Top Performing SEVAX Alternatives (YTD)
SEVAX is at 11.18% YTD. There are 95 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.00% | — | Dec 1983 | SEVAX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 25.97% | — | Jul 1995 | SEVAX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 25.80% | — | Sep 1996 | SEVAX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 25.65% | — | Aug 1986 | SEVAX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.33% | — | Aug 2001 | SEVAX vs FVCSX |
Lowest Volatility Alternatives to SEVAX
SEVAX has 14.01% 1-year volatility. There are 49 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.56% | 36.60B | Sep 2011 | SEVAX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.57% | — | Aug 2006 | SEVAX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.82% | — | Dec 2013 | SEVAX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.94% | 5.65B | Mar 2004 | SEVAX vs ACMVX | |
| Victory RS Value Fund | 11.94% | — | Jun 1993 | SEVAX vs RSVAX |
Lowest Drawdown Alternatives to SEVAX
SEVAX has a 1-year max drawdown of -8.70%. There are 40 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | SEVAX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | SEVAX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | SEVAX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | SEVAX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | SEVAX vs FRNKX |
Other Mutual Funds from Guggenheim
The 10 most viewed Guggenheim mutual funds shown here include GOF, RYOCX, GIBIX and span 12 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Multisector Bonds, Diversified Portfolio, Actively Managed | 1 | -6.31% | — | Jul 2007 | SEVAX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 55 | 17.74% | — | Feb 1994 | SEVAX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 24 | 0.74% | — | Nov 2011 | SEVAX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 89 | 1.16% | — | Dec 2013 | SEVAX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 75 | 1.29% | — | Nov 2011 | SEVAX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 35 | 1.30% | — | Aug 1996 | SEVAX vs SIHAX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 50 | 6.10% | — | Mar 2007 | SEVAX vs RYMTX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 58 | 12.21% | — | Sep 1962 | SEVAX vs SECEX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 50 | 31.99% | — | Nov 2014 | SEVAX vs RMQHX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 22 | 0.70% | — | — | SEVAX vs GIUSX |
Often Compared With SEVAX
Investors most often compare SEVAX with VVOAX, ARFFX, SECUX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 21.83% | — | Jun 2001 | SEVAX vs VVOAX | |
| Ariel Focus Fund | Mid Cap Value Equities | 75 | 9.77% | — | Jun 2005 | SEVAX vs ARFFX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 26 | 15.84% | — | Sep 1969 | SEVAX vs SECUX | |
| Invesco V.I. American Value Fund | Mid Cap Value Equities | 82 | 22.31% | — | Jan 1997 | SEVAX vs UMCVX | |
| Principal MidCap Value Fund I | Mid Cap Value Equities | 49 | 14.38% | — | Dec 2003 | SEVAX vs PVMIX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 81 | 21.99% | — | Mar 2005 | SEVAX vs VVOIX | |
| Nuveen Multi Cap Value Fund | Mid Cap Value Equities | 83 | 15.60% | — | Nov 1997 | SEVAX vs NQVRX | |
| American Century Mid Cap Value Fund A Class | Mid Cap Value Equities | 35 | 11.74% | — | Mar 2004 | SEVAX vs ACLAX |
Compare SEVAX with Any Fund or Stock
Compare SEVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SEVAX with funds that move differently
Guggenheim SMid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SEVAX.
Explore SEVAX Diversifiers