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SROIX vs VTSMX
SROIX vs VTSMX Comparison
Open Charts SROIX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs I
Price$13.88
Change-$0.14 (-1.00%)
VolumeN/A
Net Assets5.22M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
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 (5.22M). VTSMX pays higher dividends than SROIX: VTSMX (1.00) 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 : 14.79 vs. SROIX (9.29).
| 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 | 1.909 | 1.373 | 139% |
| 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 | 1.00 | 8% |
| Returns for 1 year | 9.29 | 14.79 | 63% |
| Returns for 3 years | 39.57 | 63.99 | 62% |
| Returns for 5 years | N/A | 68.19 | - |
| Returns for 10 years | N/A | 270.18 | - |