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SISEX vs VFWPX
SISEX vs VFWPX Comparison
Open Charts SISEX vs VFWPX
Shelton International Select Eq Inst
Price$23.23
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets39.97M
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$121.03
Change+$0.57 (+0.47%)
VolumeN/A
Net Assets55.84B
SISEX vs VFWPX Comparison Chart
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SISEX vs. VFWPX commentary
Jan 19, 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 SISEX is a Buy and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 55.8B vs. SISEX (40M). VFWPX pays higher dividends than SISEX: VFWPX (3.36) vs SISEX (1.76). SISEX was incepted earlier than VFWPX: SISEX (16 years) vs VFWPX (14 years). SISEX is a more actively managed with annual turnover of: 55.00 vs. VFWPX (4.00). SISEX has a lower initial minimum investment than VFWPX: SISEX (500000) vs VFWPX (100000000). SISEX annual gain was more profitable for investors over the last year : 8.04 vs. VFWPX (7.39). SISEX return over 5 years is better than : 16.75 vs. VFWPX (9.94).
| SISEX | VFWPX | SISEX / VFWPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -0.215 | 1.077 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40M | 55.8B | 0% |
| Annual Yield % from dividends | 1.76 | 3.36 | 52% |
| Returns for 1 year | 8.04 | 7.39 | 109% |
| Returns for 3 years | -4.99 | -2.59 | 193% |
| Returns for 5 years | 16.75 | 9.94 | 168% |
| Returns for 10 years | 46.62 | 32.88 | 142% |
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