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SROIX vs VSMPX
SROIX vs VSMPX Comparison
Open Charts SROIX vs VSMPX
Calamos Antetokounmpo Sustainable Eqs I
Price$13.56
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets4.82M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
SROIX vs VSMPX Comparison Chart in %
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VS
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SROIX (4.82M). VSMPX pays higher dividends than SROIX: VSMPX (1.20) vs SROIX (0.34). SROIX was incepted earlier than VSMPX: SROIX (3 years) vs VSMPX (10 years). SROIX (5.86) is less costly to investors than VSMPX (0.02). SROIX is a more actively managed with annual turnover of: 20.00 vs. VSMPX (2.00). SROIX has a lower initial minimum investment than VSMPX: SROIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.22 vs. SROIX (10.10).
| SROIX | VSMPX | SROIX / VSMPX | |
| Total Expense Ratio | 1.10 | 0.02 | 5,500% |
| Annual Report Gross Expense Ratio | 5.86 | 0.02 | 29,300% |
| Fund Existence | 3 years | 10 years | - |
| Gain YTD | 8.048 | 9.284 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82M | 1.91T | 0% |
| Annual Yield % from dividends | 0.34 | 1.20 | 28% |
| Returns for 1 year | 10.10 | 16.22 | 62% |
| Returns for 3 years | N/A | 46.86 | - |
| Returns for 5 years | N/A | 85.90 | - |
| Returns for 10 years | N/A | 193.56 | - |
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