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SROIX vs VSTSX
SROIX vs VSTSX Comparison
Open Charts SROIX vs VSTSX
Calamos Antetokounmpo Sustainable Eqs I
Price$12.71
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets4.65M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
SROIX vs VSTSX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. SROIX (4.65M). VSTSX pays higher dividends than SROIX: VSTSX (1.36) vs SROIX (0.43). SROIX was incepted earlier than VSTSX: SROIX (2 years) vs VSTSX (9 years). SROIX is a more actively managed with annual turnover of: 11.00 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 : 25.28 vs. SROIX (16.06).
| SROIX | VSTSX | SROIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 9 years | - |
| Gain YTD | 1.275 | 2.247 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65M | 1.78T | 0% |
| Annual Yield % from dividends | 0.43 | 1.36 | 32% |
| Returns for 1 year | 16.06 | 25.28 | 64% |
| Returns for 3 years | N/A | 29.03 | - |
| Returns for 5 years | N/A | 76.20 | - |
| Returns for 10 years | N/A | N/A | - |