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SROIX vs VSTSX
SROIX vs VSTSX Comparison
Open Charts SROIX vs VSTSX
Calamos Antetokounmpo Sustainable Eqs I
Price$13.56
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets4.83M
Vanguard Total Stock Mkt Idx Instl Sel
Price$303.34
Change-$0.81 (-0.27%)
VolumeN/A
Net Assets1.91T
SROIX vs VSTSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. SROIX (4.83M). VSTSX pays higher dividends than SROIX: VSTSX (1.20) vs SROIX (0.34). SROIX was incepted earlier than VSTSX: SROIX (3 years) vs VSTSX (9 years). SROIX (5.86) 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 : 16.54 vs. SROIX (10.10).
| SROIX | VSTSX | SROIX / VSTSX | |
| Total Expense Ratio | 1.10 | 0.01 | 11,000% |
| Annual Report Gross Expense Ratio | 5.86 | 0.01 | 58,600% |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | 8.048 | 9.576 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.83M | 1.91T | 0% |
| Annual Yield % from dividends | 0.34 | 1.20 | 28% |
| Returns for 1 year | 10.10 | 16.54 | 61% |
| Returns for 3 years | N/A | 47.29 | - |
| Returns for 5 years | N/A | 86.45 | - |
| Returns for 10 years | N/A | N/A | - |