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SROIX vs VTSMX
SROIX vs VTSMX Comparison
Open Charts SROIX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs I
Price$12.71
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets4.65M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
SROIX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SROIX (4.65M). VTSMX pays higher dividends than SROIX: VTSMX (1.26) vs SROIX (0.43). SROIX was incepted earlier than VTSMX: SROIX (2 years) vs VTSMX (33 years). SROIX is a more actively managed with annual turnover of: 11.00 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 : 25.24 vs. SROIX (16.06).
| SROIX | VTSMX | SROIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 33 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 | 1.26 | 34% |
| Returns for 1 year | 16.06 | 25.24 | 64% |
| Returns for 3 years | N/A | 28.94 | - |
| Returns for 5 years | N/A | 76.07 | - |
| Returns for 10 years | N/A | 194.99 | - |
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