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SROIX vs VTSAX
SROIX vs VTSAX Comparison
Open Charts SROIX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs I
Price$14.25
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets5.18M
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
SROIX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SROIX (5.18M). 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 : 11.45 vs. SROIX (9.13).
| 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 | 12.988 | 15.513 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18M | 2.05T | 0% |
| Annual Yield % from dividends | 0.32 | 1.11 | 29% |
| Returns for 1 year | 9.13 | 11.45 | 80% |
| Returns for 3 years | N/A | 64.46 | - |
| Returns for 5 years | N/A | 77.21 | - |
| Returns for 10 years | N/A | 223.73 | - |