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SEKSX vs UVAIX
SEKSX vs UVAIX Comparison
Open Charts SEKSX vs UVAIX
Carret Kansas Tax Exempt Bond Fund Instl
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets117.62M
Victory VA Bond Institutional
Price$10.08
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets470.63M
SEKSX vs UVAIX Comparison Chart
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SEKSX vs. UVAIX commentary
May 22, 2025
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 UVAIX is a Hold.
FUNDAMENTALS
Fundamentals
UVAIX has more cash in the bank: 471M vs. SEKSX (118M). UVAIX pays higher dividends than SEKSX: UVAIX (3.13) vs SEKSX (2.02). SEKSX was incepted earlier than UVAIX: SEKSX (34 years) vs UVAIX (5 years). SEKSX (0.67) is less costly to investors than UVAIX (0.59). SEKSX is a more actively managed with annual turnover of: 10.00 vs. UVAIX (6.00). UVAIX has a lower initial minimum investment than SEKSX: UVAIX (1000000) vs SEKSX (3000000). SEKSX annual gain was more profitable for investors over the last year : 2.43 vs. UVAIX (0.11).
| SEKSX | UVAIX | SEKSX / UVAIX | |
| Total Expense Ratio | 0.49 | 0.52 | 94% |
| Annual Report Gross Expense Ratio | 0.67 | 0.59 | 114% |
| Fund Existence | 34 years | 5 years | - |
| Gain YTD | 0.153 | -2.346 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 1000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 471M | 25% |
| Annual Yield % from dividends | 2.02 | 3.13 | 64% |
| Returns for 1 year | 2.43 | 0.11 | 2,185% |
| Returns for 3 years | 6.85 | 6.64 | 103% |
| Returns for 5 years | -0.98 | N/A | - |
| Returns for 10 years | 12.15 | N/A | - |
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