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SETAX vs VGSIX
SETAX vs VGSIX Comparison
Open Charts SETAX vs VGSIX
SEI Real Estate F (SIMT)
Price$16.33
Change-$0.15 (-0.91%)
VolumeN/A
Net Assets70.47M
Vanguard Real Estate Index Investor
Price$30.45
Change-$0.29 (-0.94%)
VolumeN/A
Net Assets65.71B
SETAX vs VGSIX Comparison Chart
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SETAX vs. VGSIX commentary
Feb 23, 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 StrongBuy and VGSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. SETAX (70.5M). VGSIX pays higher dividends than SETAX: VGSIX (3.85) vs SETAX (1.61). SETAX was incepted earlier than VGSIX: SETAX (21 years) vs VGSIX (29 years). SETAX is a more actively managed with annual turnover of: 53.00 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 : 12.87 vs. VGSIX (12.09). VGSIX return over 5 years is better than : 10.22 vs. SETAX (7.28).
| SETAX | VGSIX | SETAX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 2.807 | 2.802 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.5M | 65.7B | 0% |
| Annual Yield % from dividends | 1.61 | 3.85 | 42% |
| Returns for 1 year | 12.87 | 12.09 | 106% |
| Returns for 3 years | 2.29 | 1.12 | 205% |
| Returns for 5 years | 7.28 | 10.22 | 71% |
| Returns for 10 years | -1.08 | 51.35 | -2% |