Ad is loading...
SETAX vs VGSIX
SETAX vs VGSIX Comparison
Open Charts SETAX vs VGSIX
SEI Real Estate F (SIMT)
Price$17.48
Change-$0.08 (-0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$32.50
Change-$0.12 (-0.37%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SETAX vs VGSIX Comparison Chart
Loading...
SETAX vs. VGSIX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.5B vs. SETAX (78.6M). VGSIX pays higher dividends than SETAX: VGSIX (3.85) vs SETAX (1.61). SETAX was incepted earlier than VGSIX: SETAX (21 years) vs VGSIX (28 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 (27.80) and VGSIX (26.74) have marching annual gain over last year. VGSIX return over 5 years is better than : 25.87 vs. SETAX (11.20).
| SETAX | VGSIX | SETAX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 15.814 | 13.362 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.6M | 70.5B | 0% |
| Annual Yield % from dividends | 1.61 | 3.85 | 42% |
| Returns for 1 year | 27.80 | 26.74 | 104% |
| Returns for 3 years | 0.61 | 3.19 | 19% |
| Returns for 5 years | 11.20 | 25.87 | 43% |
| Returns for 10 years | 17.88 | 84.00 | 21% |