Ad is loading...
Ad is loading...
SISEX vs VFWPX
SISEX vs VFWPX Comparison
Open Charts SISEX vs VFWPX
Shelton International Select Eq Inst
Price$24.66
Change+$0.05 (+0.20%)
VolumeN/A
CapitalizationN/A
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$122.44
Change-$0.61 (-0.50%)
VolumeN/A
CapitalizationN/A
SISEX vs VFWPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SISEX vs. VFWPX commentary
Nov 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 SISEX is a Buy and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 56.7B vs. SISEX (42M). 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 : 12.41 vs. VFWPX (11.01). SISEX return over 5 years is better than : 25.77 vs. VFWPX (16.01).
| 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 | 5.882 | 4.839 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 56.7B | 0% |
| Annual Yield % from dividends | 1.76 | 3.36 | 52% |
| Returns for 1 year | 12.41 | 11.01 | 113% |
| Returns for 3 years | -4.03 | -5.15 | 78% |
| Returns for 5 years | 25.77 | 16.01 | 161% |
| Returns for 10 years | 34.04 | 29.25 | 116% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers