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SREYX vs VRTPX
SREYX vs VRTPX Comparison
Open Charts SREYX vs VRTPX
SEI Real Estate Y (SIMT)
Price$15.82
Change-$0.61 (-3.71%)
VolumeN/A
Net Assets69.71M
Vanguard Real Estate II Index
Price$21.18
Change-$0.73 (-3.33%)
VolumeN/A
Net Assets9.79B
SREYX vs VRTPX Comparison Chart
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SREYX vs. VRTPX commentary
Apr 04, 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 SREYX is a Buy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.79B vs. SREYX (69.7M). VRTPX pays higher dividends than SREYX: VRTPX (3.92) vs SREYX (2.68). SREYX was incepted earlier than VRTPX: SREYX (10 years) vs VRTPX (8 years). SREYX (0.99) is less costly to investors than VRTPX (0.08). SREYX is a more actively managed with annual turnover of: 46.00 vs. VRTPX (6.00). SREYX has a lower initial minimum investment than VRTPX: SREYX (100000) vs VRTPX (100000000). SREYX annual gain was more profitable for investors over the last year : 14.41 vs. VRTPX (9.24). VRTPX (64.43) and SREYX (63.18) have equivalent 5 years return.
| SREYX | VRTPX | SREYX / VRTPX | |
| Total Expense Ratio | 0.99 | 0.08 | 1,238% |
| Annual Report Gross Expense Ratio | 0.99 | 0.08 | 1,238% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 2.431 | -0.155 | -1,573% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7M | 9.79B | 1% |
| Annual Yield % from dividends | 2.68 | 3.92 | 68% |
| Returns for 1 year | 14.41 | 9.24 | 156% |
| Returns for 3 years | -6.01 | -9.73 | 62% |
| Returns for 5 years | 63.18 | 64.43 | 98% |
| Returns for 10 years | -2.04 | N/A | - |
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