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SISEX vs VFWPX
SISEX vs VFWPX Comparison
Open Charts SISEX vs VFWPX
Shelton International Select Eq Inst
Price$24.00
Change+$0.20 (+0.84%)
VolumeN/A
Net Assets38.36M
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$124.02
Change+$0.69 (+0.56%)
VolumeN/A
Net Assets59.54B
SISEX vs VFWPX Comparison Chart
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SISEX vs. VFWPX commentary
Apr 17, 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: 59.5B vs. SISEX (38.4M). SISEX pays higher dividends than VFWPX: SISEX (3.53) vs VFWPX (3.04). SISEX was incepted earlier than VFWPX: SISEX (16 years) vs VFWPX (14 years). SISEX (1.18) is less costly to investors than VFWPX (0.03). SISEX is a more actively managed with annual turnover of: 55.00 vs. VFWPX (5.00). SISEX has a lower initial minimum investment than VFWPX: SISEX (500000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 4.64 vs. SISEX (4.20). SISEX return over 5 years is better than : 48.02 vs. VFWPX (45.66).
| SISEX | VFWPX | SISEX / VFWPX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,300% |
| Annual Report Gross Expense Ratio | 1.18 | 0.03 | 3,933% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 2.234 | 3.110 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.4M | 59.5B | 0% |
| Annual Yield % from dividends | 3.53 | 3.04 | 116% |
| Returns for 1 year | 4.20 | 4.64 | 91% |
| Returns for 3 years | 12.79 | 7.32 | 175% |
| Returns for 5 years | 48.02 | 45.66 | 105% |
| Returns for 10 years | 39.95 | 25.64 | 156% |
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