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SISEX vs VTMNX
SISEX vs VTMNX Comparison
Open Charts SISEX vs VTMNX
Shelton International Select Eq Inst
Price$25.53
Change-$0.08 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Developed Markets Index Instl
Price$16.72
Change-$0.21 (-1.24%)
VolumeN/A
CapitalizationN/A
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SISEX vs VTMNX Comparison Chart
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SISEX vs. VTMNX commentary
Sep 21, 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 StrongBuy and VTMNX is a Buy.
FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 204B vs. SISEX (44.9M). VTMNX pays higher dividends than SISEX: VTMNX (3.27) vs SISEX (1.76). SISEX was incepted earlier than VTMNX: SISEX (16 years) vs VTMNX (24 years). SISEX is a more actively managed with annual turnover of: 55.00 vs. VTMNX (3.00). SISEX has a lower initial minimum investment than VTMNX: SISEX (500000) vs VTMNX (5000000). SISEX (18.55) and VTMNX (17.95) have marching annual gain over last year. SISEX return over 5 years is better than : 33.52 vs. VTMNX (28.29).
| SISEX | VTMNX | SISEX / VTMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 9.618 | 8.948 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.9M | 204B | 0% |
| Annual Yield % from dividends | 1.76 | 3.27 | 54% |
| Returns for 1 year | 18.55 | 17.95 | 103% |
| Returns for 3 years | 2.27 | 2.50 | 91% |
| Returns for 5 years | 33.52 | 28.29 | 118% |
| Returns for 10 years | 30.55 | 37.22 | 82% |