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SETAX vs VRTPX
SETAX vs VRTPX Comparison
Open Charts SETAX vs VRTPX
SEI Real Estate F (SIMT)
Price$16.12
Change+$0.28 (+1.77%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate II Index
Price$21.47
Change+$0.36 (+1.71%)
VolumeN/A
CapitalizationN/A
SETAX vs VRTPX Comparison Chart
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SETAX vs. VRTPX 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 VRTPX is a Hold.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 10.1B vs. SETAX (71.7M). VRTPX pays higher dividends than SETAX: VRTPX (3.98) vs SETAX (1.61). SETAX was incepted earlier than VRTPX: SETAX (21 years) vs VRTPX (7 years). SETAX is a more actively managed with annual turnover of: 53.00 vs. VRTPX (6.00). SETAX has a lower initial minimum investment than VRTPX: SETAX (100000) vs VRTPX (100000000). SETAX annual gain was more profitable for investors over the last year : 8.16 vs. VRTPX (5.34). VRTPX return over 5 years is better than : 16.06 vs. SETAX (12.12).
| SETAX | VRTPX | SETAX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 7 years | - |
| Gain YTD | 7.189 | 4.251 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7M | 10.1B | 1% |
| Annual Yield % from dividends | 1.61 | 3.98 | 40% |
| Returns for 1 year | 8.16 | 5.34 | 153% |
| Returns for 3 years | -8.03 | -10.69 | 75% |
| Returns for 5 years | 12.12 | 16.06 | 75% |
| Returns for 10 years | -2.81 | N/A | - |
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