Ad is loading...
SIEPX vs VFWPX
SIEPX vs VFWPX Comparison
Open Charts SIEPX vs VFWPX
Saratoga International Equity I
Price$11.51
Change-$0.07 (-0.60%)
VolumeN/A
CapitalizationN/A
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$124.28
Change-$0.61 (-0.49%)
VolumeN/A
CapitalizationN/A
SIEPX vs VFWPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SIEPX vs. VFWPX commentary
Dec 18, 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 SIEPX is a StrongBuy and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 58.2B vs. SIEPX (3.33M). VFWPX pays higher dividends than SIEPX: VFWPX (3.36) vs SIEPX (0.79). SIEPX was incepted earlier than VFWPX: SIEPX (30 years) vs VFWPX (14 years). SIEPX is a more actively managed with annual turnover of: 59.00 vs. VFWPX (4.00). SIEPX has a lower initial minimum investment than VFWPX: SIEPX (250) vs VFWPX (100000000). SIEPX annual gain was more profitable for investors over the last year : 11.32 vs. VFWPX (9.12). SIEPX return over 5 years is better than : 22.23 vs. VFWPX (14.14).
| SIEPX | VFWPX | SIEPX / VFWPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 14 years | - |
| Gain YTD | 7.301 | 6.415 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.33M | 58.2B | 0% |
| Annual Yield % from dividends | 0.79 | 3.36 | 23% |
| Returns for 1 year | 11.32 | 9.12 | 124% |
| Returns for 3 years | -0.81 | 1.76 | -46% |
| Returns for 5 years | 22.23 | 14.14 | 157% |
| Returns for 10 years | 22.60 | 35.19 | 64% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EILIX | 12.48 | N/A | N/A |
| Eaton Vance International Small-Cap I | |||
| BRGAX | 38.54 | -0.18 | -0.46% |
| iShares Russell 1000 Large-Cap Idx Inv A | |||
| AFVLX | 22.58 | -0.14 | -0.62% |
| Applied Finance Select Investor | |||
| HRAUX | 92.19 | -0.98 | -1.05% |
| Carillon Eagle Mid Cap Growth R6 | |||
| NESIX | 20.49 | -0.34 | -1.63% |
| Needham Small Cap Growth Institutional | |||