Ad is loading...
SISEX vs VFWPX
SISEX vs VFWPX Comparison
Open Charts SISEX vs VFWPX
Shelton International Select Eq Inst
Price$25.06
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets42.83M
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$127.78
Change-$0.71 (-0.55%)
VolumeN/A
Net Assets57.94B
SISEX vs VFWPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SISEX vs. VFWPX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 57.9B vs. SISEX (42.8M). 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 : 8.96 vs. VFWPX (8.42). SISEX return over 5 years is better than : 29.42 vs. VFWPX (20.93).
| 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 | 7.174 | 7.308 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8M | 57.9B | 0% |
| Annual Yield % from dividends | 1.76 | 3.36 | 52% |
| Returns for 1 year | 8.96 | 8.42 | 106% |
| Returns for 3 years | 7.99 | 7.29 | 110% |
| Returns for 5 years | 29.42 | 20.93 | 141% |
| Returns for 10 years | 47.85 | 33.46 | 143% |
View a ticker or compare two or three
VS
VS
Ad is loading...