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SROIX vs VTSAX
SROIX vs VTSAX Comparison
Open Charts SROIX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs I
Price$13.92
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets5.23M
Vanguard Total Stock Mkt Idx Adm
Price$165.95
Change-$0.73 (-0.44%)
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 (5.23M). VTSAX pays higher dividends than SROIX: VTSAX (1.11) 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 : 18.30 vs. SROIX (12.08).
| 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 | 2.203 | 1.685 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23M | 2.06T | 0% |
| Annual Yield % from dividends | 0.08 | 1.11 | 7% |
| Returns for 1 year | 12.08 | 18.30 | 66% |
| Returns for 3 years | N/A | 70.93 | - |
| Returns for 5 years | N/A | 73.66 | - |
| Returns for 10 years | N/A | 271.16 | - |