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SETAX vs VGSIX
SETAX vs VGSIX Comparison
Open Charts SETAX vs VGSIX
SEI Real Estate F (SIMT)
Price$16.17
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets63.92M
Vanguard Real Estate Index Investor
Price$29.86
Change-$0.29 (-0.96%)
VolumeN/A
Net Assets63.57B
SETAX vs VGSIX Comparison Chart
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SETAX vs. VGSIX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. SETAX (63.9M). VGSIX pays higher dividends than SETAX: VGSIX (3.92) vs SETAX (2.43). SETAX was incepted earlier than VGSIX: SETAX (22 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 (7.00). VGSIX has a lower initial minimum investment than SETAX: VGSIX (3000) vs SETAX (100000). SETAX (12.33) and VGSIX (12.27) have marching annual gain over last year. VGSIX return over 5 years is better than : 35.05 vs. SETAX (29.65).
| SETAX | VGSIX | SETAX / VGSIX | |
| Total Expense Ratio | 1.15 | 0.27 | 426% |
| Annual Report Gross Expense Ratio | 1.24 | 0.27 | 459% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 2.328 | 2.778 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.9M | 63.6B | 0% |
| Annual Yield % from dividends | 2.43 | 3.92 | 62% |
| Returns for 1 year | 12.33 | 12.27 | 100% |
| Returns for 3 years | 19.43 | 17.09 | 114% |
| Returns for 5 years | 29.65 | 35.05 | 85% |
| Returns for 10 years | 4.77 | 62.27 | 8% |
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