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SETAX vs VGSIX
SETAX vs VGSIX Comparison
Open Charts SETAX vs VGSIX
SEI Real Estate F (SIMT)
Price$15.76
Change+$0.11 (+0.70%)
VolumeN/A
Net Assets61.27M
Vanguard Real Estate Index Investor
Price$29.11
Change+$0.19 (+0.66%)
VolumeN/A
Net Assets65.66B
SETAX vs VGSIX Comparison Chart
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SETAX vs. VGSIX commentary
Apr 29, 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 SETAX is a Buy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. SETAX (61.3M). VGSIX pays higher dividends than SETAX: VGSIX (3.87) vs SETAX (2.44). SETAX was incepted earlier than VGSIX: SETAX (21 years) vs VGSIX (29 years). SETAX (1.24) is less costly to investors than VGSIX (0.27). SETAX is a more actively managed with annual turnover of: 46.00 vs. VGSIX (9.00). VGSIX has a lower initial minimum investment than SETAX: VGSIX (3000) vs SETAX (100000). SETAX annual gain was more profitable for investors over the last year : 13.91 vs. VGSIX (12.87). VGSIX return over 5 years is better than : 35.61 vs. SETAX (28.82).
| SETAX | VGSIX | SETAX / VGSIX | |
| Total Expense Ratio | 1.15 | 0.27 | 426% |
| Annual Report Gross Expense Ratio | 1.24 | 0.27 | 459% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | -1.813 | -1.415 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.3M | 65.7B | 0% |
| Annual Yield % from dividends | 2.44 | 3.87 | 63% |
| Returns for 1 year | 13.91 | 12.87 | 108% |
| Returns for 3 years | -5.43 | -5.65 | 96% |
| Returns for 5 years | 28.82 | 35.61 | 81% |
| Returns for 10 years | -2.29 | 51.08 | -4% |
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