SHDPX
Price
$8.63
Change
+$0.01 (+0.12%)
Updated
Jun 25 closing price
Net Assets
19.79M
VISVX
Price
$58.11
Change
+$0.47 (+0.82%)
Updated
Jun 25 closing price
Net Assets
65.47B
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SHDPX vs VISVX

SHDPX vs VISVX Comparison Chart in %
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VS
SHDPX vs. VISVX commentary
Jun 26, 2026

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 SHDPX is a StrongBuy and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 65.5B vs. SHDPX (19.8M). VISVX pays higher dividends than SHDPX: VISVX (1.65) vs SHDPX (0.00). SHDPX was incepted earlier than VISVX: SHDPX (9 years) vs VISVX (28 years). SHDPX (1.73) is less costly to investors than VISVX (0.19). SHDPX is a more actively managed with annual turnover of: 67.00 vs. VISVX (25.00). VISVX has a lower initial minimum investment than SHDPX: VISVX (0) vs SHDPX (2500). VISVX annual gain was more profitable for investors over the last year : 25.30 vs. SHDPX (-6.80). VISVX return over 5 years is better than : 39.34 vs. SHDPX (-35.24).
SHDPXVISVXSHDPX / VISVX
Total Expense Ratio1.180.19621%
Annual Report Gross Expense Ratio1.730.19911%
Fund Existence9 years28 years-
Gain YTD-6.09413.607-45%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets19.8M65.5B0%
Annual Yield % from dividends0.001.65-
Returns for 1 year-6.8025.30-27%
Returns for 3 years-23.0852.49-44%
Returns for 5 years-35.2439.34-90%
Returns for 10 yearsN/A152.02-
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