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SEKSX vs USVAX
SEKSX vs USVAX Comparison
Open Charts SEKSX vs USVAX
Carret Kansas Tax Exempt Bond Fund Instl
Price$10.17
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
Victory VA Bond
Price$10.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SEKSX vs USVAX Comparison Chart
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SEKSX vs. USVAX commentary
Oct 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SEKSX is a Hold and USVAX is a Hold.
FUNDAMENTALS
Fundamentals
USVAX has more cash in the bank: 526M vs. SEKSX (122M). USVAX pays higher dividends than SEKSX: USVAX (3.09) vs SEKSX (1.96). SEKSX was incepted earlier than USVAX: SEKSX (34 years) vs USVAX (34 years). USVAX is a more actively managed with annual turnover of: 14.00 vs. SEKSX (8.00). USVAX has a lower initial minimum investment than SEKSX: USVAX (3000) vs SEKSX (3000000). USVAX annual gain was more profitable for investors over the last year : 13.73 vs. SEKSX (8.98). USVAX return over 5 years is better than : 5.62 vs. SEKSX (2.49).
| SEKSX | USVAX | SEKSX / USVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 0.900 | 2.655 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 526M | 23% |
| Annual Yield % from dividends | 1.96 | 3.09 | 63% |
| Returns for 1 year | 8.98 | 13.73 | 65% |
| Returns for 3 years | -2.74 | -0.48 | 571% |
| Returns for 5 years | 2.49 | 5.62 | 44% |
| Returns for 10 years | 11.61 | 6.79 | 171% |
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