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SROCX vs VTSAX
SROCX vs VTSAX Comparison
Open Charts SROCX vs VTSAX
SROCX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.3T vs. SROCX (5.74M). VTSAX pays higher dividends than SROCX: VTSAX (1.04) vs SROCX (0.00). SROCX was incepted earlier than VTSAX: SROCX (3 years) vs VTSAX (26 years). SROCX (6.55) is less costly to investors than VTSAX (0.04). SROCX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (3.00). SROCX has a lower initial minimum investment than VTSAX: SROCX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 18.84 vs. SROCX (10.58).
| SROCX | VTSAX | SROCX / VTSAX | |
| Total Expense Ratio | 2.10 | 0.04 | 5,250% |
| Annual Report Gross Expense Ratio | 6.55 | 0.04 | 16,375% |
| Fund Existence | 3 years | 26 years | - |
| Gain YTD | 8.921 | 9.539 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74M | 2.3T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 10.58 | 18.84 | 56% |
| Returns for 3 years | 37.59 | 63.25 | 59% |
| Returns for 5 years | N/A | 63.87 | - |
| Returns for 10 years | N/A | 242.87 | - |
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