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SROIX vs VTSAX
SROIX vs VTSAX Comparison
Open Charts SROIX vs VTSAX
SROIX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.3T vs. SROIX (5.79M). VTSAX pays higher dividends than SROIX: VTSAX (1.04) vs SROIX (0.07). SROIX was incepted earlier than VTSAX: SROIX (3 years) vs VTSAX (26 years). SROIX (5.55) is less costly to investors than VTSAX (0.04). SROIX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (3.00). 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 : 21.47 vs. SROIX (12.83).
| SROIX | VTSAX | SROIX / VTSAX | |
| Total Expense Ratio | 1.10 | 0.04 | 2,750% |
| Annual Report Gross Expense Ratio | 5.55 | 0.04 | 13,875% |
| Fund Existence | 3 years | 26 years | - |
| Gain YTD | 9.838 | 11.207 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79M | 2.3T | 0% |
| Annual Yield % from dividends | 0.07 | 1.04 | 7% |
| Returns for 1 year | 12.83 | 21.47 | 60% |
| Returns for 3 years | 42.86 | 67.00 | 64% |
| Returns for 5 years | N/A | 66.46 | - |
| Returns for 10 years | N/A | 250.48 | - |
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