Interact to see
Advertisement
Advertisement
SROIX vs VSMPX
SROIX vs VSMPX Comparison
Open Charts SROIX vs VSMPX
Calamos Antetokounmpo Sustainable Eqs I
Price$12.81
Change-$0.15 (-1.16%)
VolumeN/A
Net Assets4.4M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
SROIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SROIX (4.4M). VSMPX pays higher dividends than SROIX: VSMPX (1.29) vs SROIX (0.36). SROIX was incepted earlier than VSMPX: SROIX (2 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 : 10.08 vs. SROIX (5.37).
| 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 | 2 years | 10 years | - |
| Gain YTD | 2.072 | 1.374 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4M | 1.82T | 0% |
| Annual Yield % from dividends | 0.36 | 1.29 | 28% |
| Returns for 1 year | 5.37 | 10.08 | 53% |
| Returns for 3 years | N/A | 57.66 | - |
| Returns for 5 years | N/A | 91.46 | - |
| Returns for 10 years | N/A | 170.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RPFCX | 62.48 | -0.47 | -0.75% |
| Davis Balanced Fund A | |||
| REVRX | 12.93 | -0.13 | -1.00% |
| Columbia Global Value R | |||
| MLRSX | 12.69 | -0.16 | -1.25% |
| NYLI Winslow Large Cap Growth Class R6 | |||
| LMPSX | 34.32 | -0.54 | -1.55% |
| ClearBridge Small Cap Growth FI | |||
| NBRCX | 24.35 | -0.42 | -1.70% |
| Neuberger Berman M/C Intrinsic Val C | |||