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SETAX vs VGSIX
SETAX vs VGSIX Comparison
Open Charts SETAX vs VGSIX
SEI Real Estate F (SIMT)
Price$16.12
Change+$0.28 (+1.77%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$29.69
Change+$0.50 (+1.71%)
VolumeN/A
CapitalizationN/A
SETAX vs VGSIX Comparison Chart
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SETAX vs. VGSIX commentary
Dec 24, 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 SETAX is a Buy and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.8B vs. SETAX (71.7M). 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 : 8.16 vs. VGSIX (5.16). VGSIX return over 5 years is better than : 15.56 vs. SETAX (12.12).
| 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 | 7.189 | 4.045 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7M | 70.8B | 0% |
| Annual Yield % from dividends | 1.61 | 3.85 | 42% |
| Returns for 1 year | 8.16 | 5.16 | 158% |
| Returns for 3 years | -8.03 | -10.72 | 75% |
| Returns for 5 years | 12.12 | 15.56 | 78% |
| Returns for 10 years | -2.81 | 48.95 | -6% |
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