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SISEX vs VFWPX
SISEX vs VFWPX Comparison
Open Charts SISEX vs VFWPX
Shelton International Select Eq Inst
Price$24.10
Change-$0.48 (-1.95%)
VolumeN/A
CapitalizationN/A
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$121.71
Change-$2.57 (-2.07%)
VolumeN/A
CapitalizationN/A
SISEX vs VFWPX Comparison Chart
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SISEX vs. VFWPX commentary
Dec 19, 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 SISEX is a Hold and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 58.2B vs. SISEX (41.3M). 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). VFWPX annual gain was more profitable for investors over the last year : 9.12 vs. SISEX (7.98). SISEX return over 5 years is better than : 22.94 vs. VFWPX (14.14).
| 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 | 5.539 | 6.415 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.3M | 58.2B | 0% |
| Annual Yield % from dividends | 1.76 | 3.36 | 52% |
| Returns for 1 year | 7.98 | 9.12 | 88% |
| Returns for 3 years | -0.47 | 1.76 | -27% |
| Returns for 5 years | 22.94 | 14.14 | 162% |
| Returns for 10 years | 42.73 | 35.19 | 121% |
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