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SROIX vs VTSMX
SROIX vs VTSMX Comparison
Open Charts SROIX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs I
Price$13.95
Change-$0.23 (-1.62%)
VolumeN/A
Net Assets5.06M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SROIX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SROIX (5.06M). 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 : 13.42 vs. SROIX (10.31).
| 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 | 12.988 | 15.972 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06M | 2.05T | 0% |
| Annual Yield % from dividends | 0.32 | 1.02 | 31% |
| Returns for 1 year | 10.31 | 13.42 | 77% |
| Returns for 3 years | N/A | 68.22 | - |
| Returns for 5 years | N/A | 83.98 | - |
| Returns for 10 years | N/A | 235.40 | - |
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