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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: 2.2T vs. SROCX (5.72M). VTSAX pays higher dividends than SROCX: VTSAX (1.00) 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 : 28.25 vs. SROCX (17.12).
| 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 | 9.745 | 11.388 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72M | 2.2T | 0% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | 17.12 | 28.25 | 61% |
| Returns for 3 years | 45.09 | 76.03 | 59% |
| Returns for 5 years | N/A | 72.43 | - |
| Returns for 10 years | N/A | 260.72 | - |
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