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SROIX vs VTSMX
SROIX vs VTSMX Comparison
Open Charts SROIX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs I
Price$13.92
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets5.23M
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
SROIX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SROIX (5.23M). VTSMX pays higher dividends than SROIX: VTSMX (1.02) vs SROIX (0.08). SROIX was incepted earlier than VTSMX: SROIX (3 years) vs VTSMX (34 years). SROIX (5.86) is less costly to investors than VTSMX (0.14). SROIX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SROIX: VTSMX (3000) vs SROIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 18.29 vs. SROIX (12.08).
| SROIX | VTSMX | SROIX / VTSMX | |
| Total Expense Ratio | 1.10 | 0.14 | 786% |
| Annual Report Gross Expense Ratio | 5.86 | 0.14 | 4,186% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 2.203 | 1.679 | 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 | 1.02 | 8% |
| Returns for 1 year | 12.08 | 18.29 | 66% |
| Returns for 3 years | N/A | 70.89 | - |
| Returns for 5 years | N/A | 73.62 | - |
| Returns for 10 years | N/A | 270.34 | - |