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SROIX vs VTSAX
SROIX vs VTSAX Comparison
Open Charts SROIX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs I
Price$12.71
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets4.65M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
SROIX vs VTSAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SROIX (4.65M). VTSAX pays higher dividends than SROIX: VTSAX (1.35) vs SROIX (0.43). SROIX was incepted earlier than VTSAX: SROIX (2 years) vs VTSAX (24 years). SROIX is a more actively managed with annual turnover of: 11.00 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 : 25.26 vs. SROIX (16.06).
| SROIX | VTSAX | SROIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 24 years | - |
| Gain YTD | 1.275 | 2.241 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65M | 1.78T | 0% |
| Annual Yield % from dividends | 0.43 | 1.35 | 32% |
| Returns for 1 year | 16.06 | 25.26 | 64% |
| Returns for 3 years | N/A | 28.96 | - |
| Returns for 5 years | N/A | 76.10 | - |
| Returns for 10 years | N/A | 195.63 | - |
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