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SROIX vs VTSAX
SROIX vs VTSAX Comparison
Open Charts SROIX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs I
Price$13.88
Change-$0.14 (-1.00%)
VolumeN/A
Net Assets5.22M
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
VolumeN/A
Net Assets2.06T
SROIX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. SROIX (5.22M). VTSAX pays higher dividends than SROIX: VTSAX (1.09) vs SROIX (0.08). SROIX was incepted earlier than VTSAX: SROIX (3 years) vs VTSAX (25 years). SROIX (5.86) is less costly to investors than VTSAX (0.04). SROIX is a more actively managed with annual turnover of: 20.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SROIX: VTSAX (3000) vs SROIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 14.80 vs. SROIX (9.29).
| SROIX | VTSAX | SROIX / VTSAX | |
| Total Expense Ratio | 1.10 | 0.04 | 2,750% |
| Annual Report Gross Expense Ratio | 5.86 | 0.04 | 14,650% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 1.909 | 1.379 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.22M | 2.06T | 0% |
| Annual Yield % from dividends | 0.08 | 1.09 | 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 | 270.92 | - |