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SROIX vs VTSAX
SROIX vs VTSAX Comparison
Open Charts SROIX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs I
Price$13.75
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets5.16M
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
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 (5.16M). VTSAX pays higher dividends than SROIX: VTSAX (1.11) vs SROIX (0.32). 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 : 14.43 vs. SROIX (7.00).
| 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 | 9.562 | 17.379 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16M | 2.06T | 0% |
| Annual Yield % from dividends | 0.32 | 1.11 | 29% |
| Returns for 1 year | 7.00 | 14.43 | 49% |
| Returns for 3 years | N/A | 78.05 | - |
| Returns for 5 years | N/A | 76.83 | - |
| Returns for 10 years | N/A | 235.67 | - |
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