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SROIX vs VITSX
SROIX vs VITSX Comparison
Open Charts SROIX vs VITSX
Calamos Antetokounmpo Sustainable Eqs I
Price$12.51
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.3M
Vanguard Total Stock Market Idx I
Price$139.62
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
SROIX vs VITSX Comparison Chart
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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. SROIX (4.3M). VITSX pays higher dividends than SROIX: VITSX (1.37) vs SROIX (0.38). SROIX was incepted earlier than VITSX: SROIX (2 years) vs VITSX (28 years). SROIX (5.86) is less costly to investors than VITSX (0.03). SROIX is a more actively managed with annual turnover of: 20.00 vs. VITSX (2.00). SROIX has a lower initial minimum investment than VITSX: SROIX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 9.51 vs. SROIX (4.53).
| SROIX | VITSX | SROIX / VITSX | |
| Total Expense Ratio | 1.10 | 0.03 | 3,667% |
| Annual Report Gross Expense Ratio | 5.86 | 0.03 | 19,533% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | -0.319 | -0.975 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3M | 1.72T | 0% |
| Annual Yield % from dividends | 0.38 | 1.37 | 27% |
| Returns for 1 year | 4.53 | 9.51 | 48% |
| Returns for 3 years | N/A | 44.78 | - |
| Returns for 5 years | N/A | 92.94 | - |
| Returns for 10 years | N/A | 170.38 | - |
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