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SETAX vs VGSIX
SETAX vs VGSIX Comparison
Open Charts SETAX vs VGSIX
SEI Real Estate F (SIMT)
Price$16.27
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets64.1M
Vanguard Real Estate Index Investor
Price$29.93
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets63.57B
SETAX vs VGSIX Comparison Chart in %
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SETAX vs. VGSIX commentary
Jul 07, 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 StrongBuy and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. SETAX (64.1M). VGSIX pays higher dividends than SETAX: VGSIX (3.75) 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). VGSIX annual gain was more profitable for investors over the last year : 12.01 vs. SETAX (10.86). VGSIX return over 5 years is better than : 35.11 vs. SETAX (28.95).
| 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 | 2.077 | 2.993 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.1M | 63.6B | 0% |
| Annual Yield % from dividends | 2.43 | 3.75 | 65% |
| Returns for 1 year | 10.86 | 12.01 | 90% |
| Returns for 3 years | 11.67 | 9.66 | 121% |
| Returns for 5 years | 28.95 | 35.11 | 82% |
| Returns for 10 years | 4.97 | 63.80 | 8% |
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