Interact to see
Advertisement
Advertisement
SROIX vs VTSMX
SROIX vs VTSMX Comparison
Open Charts SROIX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs I
Price$13.75
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets5.16M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
SROIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SROIX (5.16M). VTSMX pays higher dividends than SROIX: VTSMX (1.02) vs SROIX (0.32). 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 : 14.42 vs. SROIX (7.00).
| 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 | 9.562 | 17.377 | 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 | 1.02 | 31% |
| Returns for 1 year | 7.00 | 14.42 | 49% |
| Returns for 3 years | N/A | 78.00 | - |
| Returns for 5 years | N/A | 76.81 | - |
| Returns for 10 years | N/A | 234.96 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement