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SROIX vs VSTSX
SROIX vs VSTSX Comparison
Open Charts SROIX vs VSTSX
Calamos Antetokounmpo Sustainable Eqs I
Price$14.25
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets5.18M
Vanguard Total Stock Mkt Idx Instl Sel
Price$322.60
Change+$1.35 (+0.42%)
VolumeN/A
Net Assets2.05T
SROIX vs VSTSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.05T vs. SROIX (5.18M). VSTSX pays higher dividends than SROIX: VSTSX (1.12) vs SROIX (0.32). SROIX was incepted earlier than VSTSX: SROIX (3 years) vs VSTSX (9 years). SROIX (5.86) is less costly to investors than VSTSX (0.01). SROIX is a more actively managed with annual turnover of: 20.00 vs. VSTSX (2.00). SROIX has a lower initial minimum investment than VSTSX: SROIX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.46 vs. SROIX (9.13).
| SROIX | VSTSX | SROIX / VSTSX | |
| Total Expense Ratio | 1.10 | 0.01 | 11,000% |
| Annual Report Gross Expense Ratio | 5.86 | 0.01 | 58,600% |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | 12.988 | 15.527 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18M | 2.05T | 0% |
| Annual Yield % from dividends | 0.32 | 1.12 | 28% |
| Returns for 1 year | 9.13 | 11.46 | 80% |
| Returns for 3 years | N/A | 64.54 | - |
| Returns for 5 years | N/A | 77.33 | - |
| Returns for 10 years | N/A | N/A | - |