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SROIX vs VITSX
SROIX vs VITSX Comparison
Open Charts SROIX vs VITSX
Calamos Antetokounmpo Sustainable Eqs I
Price$13.88
Change-$0.14 (-1.00%)
VolumeN/A
Net Assets5.22M
Vanguard Total Stock Market Idx I
Price$165.48
Change+$4.48 (+2.78%)
VolumeN/A
Net Assets2.06T
SROIX vs VITSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.06T vs. SROIX (5.22M). VITSX pays higher dividends than SROIX: VITSX (1.10) vs SROIX (0.08). SROIX was incepted earlier than VITSX: SROIX (3 years) vs VITSX (29 years). SROIX (5.86) is less costly to investors than VITSX (0.03). SROIX is a more actively managed with annual turnover of: 20.00 vs. VITSX (2.00). SROIX has a lower initial minimum investment than VITSX: SROIX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 14.80 vs. SROIX (9.29).
| SROIX | VITSX | SROIX / VITSX | |
| Total Expense Ratio | 1.10 | 0.03 | 3,667% |
| Annual Report Gross Expense Ratio | 5.86 | 0.03 | 19,533% |
| Fund Existence | 3 years | 29 years | - |
| Gain YTD | 1.909 | 1.378 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.22M | 2.06T | 0% |
| Annual Yield % from dividends | 0.08 | 1.10 | 7% |
| Returns for 1 year | 9.29 | 14.80 | 63% |
| Returns for 3 years | 39.57 | 64.03 | 62% |
| Returns for 5 years | N/A | 68.23 | - |
| Returns for 10 years | N/A | 271.03 | - |