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SETAX vs VGSIX
SETAX vs VGSIX Comparison
Open Charts SETAX vs VGSIX
SEI Real Estate F (SIMT)
Price$15.12
Change-$0.69 (-4.36%)
VolumeN/A
Net Assets67.12M
Vanguard Real Estate Index Investor
Price$27.99
Change-$1.29 (-4.41%)
VolumeN/A
Net Assets67.79B
SETAX vs VGSIX Comparison Chart
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SETAX vs. VGSIX commentary
Apr 06, 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 Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 67.8B vs. SETAX (67.1M). 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 : 11.28 vs. VGSIX (9.74). VGSIX return over 5 years is better than : 63.71 vs. SETAX (56.09).
| 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 | -0.809 | -0.188 | 431% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.1M | 67.8B | 0% |
| Annual Yield % from dividends | 2.44 | 3.87 | 63% |
| Returns for 1 year | 11.28 | 9.74 | 116% |
| Returns for 3 years | -9.16 | -9.34 | 98% |
| Returns for 5 years | 56.09 | 63.71 | 88% |
| Returns for 10 years | -5.78 | 45.31 | -13% |
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