Ad is loading...
SROIX vs VTSAX
SROIX vs VTSAX Comparison
Open Charts SROIX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs I
Price$11.47
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets3.96M
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
SROIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. SROIX (3.96M). VTSAX pays higher dividends than SROIX: VTSAX (1.35) vs SROIX (0.38). SROIX was incepted earlier than VTSAX: SROIX (2 years) vs VTSAX (24 years). SROIX (9.99) is less costly to investors than VTSAX (0.04). SROIX is a more actively managed with annual turnover of: 20.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SROIX: VTSAX (3000) vs SROIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 4.35 vs. SROIX (1.96).
| SROIX | VTSAX | SROIX / VTSAX | |
| Total Expense Ratio | 1.10 | 0.04 | 2,750% |
| Annual Report Gross Expense Ratio | 9.99 | 0.04 | 24,975% |
| Fund Existence | 2 years | 24 years | - |
| Gain YTD | -8.606 | -10.856 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96M | 1.7T | 0% |
| Annual Yield % from dividends | 0.38 | 1.35 | 28% |
| Returns for 1 year | 1.96 | 4.35 | 45% |
| Returns for 3 years | N/A | 17.54 | - |
| Returns for 5 years | N/A | 80.96 | - |
| Returns for 10 years | N/A | 146.20 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...