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SROIX vs VTSMX
SROIX vs VTSMX Comparison
Open Charts SROIX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs I
Price$12.64
Change-$0.34 (-2.62%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SROIX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SROIX (4.72M). 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 : 26.90 vs. SROIX (19.65).
| 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 | 18.323 | 26.352 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72M | 1.84T | 0% |
| Annual Yield % from dividends | 0.43 | 1.26 | 34% |
| Returns for 1 year | 19.65 | 26.90 | 73% |
| Returns for 3 years | N/A | 27.88 | - |
| Returns for 5 years | N/A | 84.16 | - |
| Returns for 10 years | N/A | 192.04 | - |
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