Ad is loading...
SROIX vs VTSMX
SROIX vs VTSMX Comparison
Open Charts SROIX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs I
Price$11.47
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets3.96M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
SROIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SROIX (3.96M). VTSMX pays higher dividends than SROIX: VTSMX (1.25) vs SROIX (0.38). SROIX was incepted earlier than VTSMX: SROIX (2 years) vs VTSMX (33 years). SROIX (9.99) is less costly to investors than VTSMX (0.14). SROIX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SROIX: VTSMX (3000) vs SROIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 4.35 vs. SROIX (1.96).
| SROIX | VTSMX | SROIX / VTSMX | |
| Total Expense Ratio | 1.10 | 0.14 | 786% |
| Annual Report Gross Expense Ratio | 9.99 | 0.14 | 7,136% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | -8.606 | -10.853 | 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 | 1.25 | 30% |
| Returns for 1 year | 1.96 | 4.35 | 45% |
| Returns for 3 years | N/A | 17.53 | - |
| Returns for 5 years | N/A | 80.93 | - |
| Returns for 10 years | N/A | 145.67 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers