Ad is loading...
SROIX vs VSTSX
SROIX vs VSTSX Comparison
Open Charts SROIX vs VSTSX
Calamos Antetokounmpo Sustainable Eqs I
Price$12.10
Change-$0.31 (-2.50%)
VolumeN/A
Net Assets4.3M
Vanguard Total Stock Mkt Idx Instl Sel
Price$264.16
Change-$7.53 (-2.77%)
VolumeN/A
Net Assets1.81T
SROIX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. SROIX (4.3M). VSTSX pays higher dividends than SROIX: VSTSX (1.25) vs SROIX (0.36). SROIX was incepted earlier than VSTSX: SROIX (2 years) vs VSTSX (9 years). SROIX (9.99) is less costly to investors than VSTSX (0.01). SROIX is a more actively managed with annual turnover of: 20.00 vs. VSTSX (2.00). SROIX has a lower initial minimum investment than VSTSX: SROIX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 10.86 vs. SROIX (6.45).
| SROIX | VSTSX | SROIX / VSTSX | |
| Total Expense Ratio | 1.10 | 0.01 | 11,000% |
| Annual Report Gross Expense Ratio | 9.99 | 0.01 | 99,900% |
| Fund Existence | 2 years | 9 years | - |
| Gain YTD | -1.116 | -2.164 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3M | 1.81T | 0% |
| Annual Yield % from dividends | 0.36 | 1.25 | 28% |
| Returns for 1 year | 6.45 | 10.86 | 59% |
| Returns for 3 years | N/A | 35.32 | - |
| Returns for 5 years | N/A | 88.93 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...