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SROIX vs VTSAX
SROIX vs VTSAX Comparison
Open Charts SROIX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs I
Price$12.81
Change-$0.15 (-1.16%)
VolumeN/A
Net Assets4.45M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SROIX vs VTSAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SROIX (4.45M). VTSAX pays higher dividends than SROIX: VTSAX (1.28) vs SROIX (0.36). SROIX was incepted earlier than VTSAX: SROIX (2 years) vs VTSAX (25 years). SROIX (5.86) 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 : 11.37 vs. SROIX (6.61).
| SROIX | VTSAX | SROIX / VTSAX | |
| Total Expense Ratio | 1.10 | 0.04 | 2,750% |
| Annual Report Gross Expense Ratio | 5.86 | 0.04 | 14,650% |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | 3.267 | 2.564 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.45M | 1.82T | 0% |
| Annual Yield % from dividends | 0.36 | 1.28 | 28% |
| Returns for 1 year | 6.61 | 11.37 | 58% |
| Returns for 3 years | N/A | 59.47 | - |
| Returns for 5 years | N/A | 93.67 | - |
| Returns for 10 years | N/A | 182.84 | - |
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