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SROIX vs VTSMX
SROIX vs VTSMX Comparison
Open Charts SROIX vs VTSMX
SROIX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.2T vs. SROIX (5.72M). VTSMX pays higher dividends than SROIX: VTSMX (0.93) vs SROIX (0.07). SROIX was incepted earlier than VTSMX: SROIX (3 years) vs VTSMX (34 years). SROIX (5.55) is less costly to investors than VTSMX (0.06). SROIX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than SROIX: VTSMX (0) vs SROIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 28.26 vs. SROIX (18.38).
| SROIX | VTSMX | SROIX / VTSMX | |
| Total Expense Ratio | 1.10 | 0.06 | 1,833% |
| Annual Report Gross Expense Ratio | 5.55 | 0.06 | 9,250% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 10.206 | 11.384 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72M | 2.2T | 0% |
| Annual Yield % from dividends | 0.07 | 0.93 | 8% |
| Returns for 1 year | 18.38 | 28.26 | 65% |
| Returns for 3 years | 49.14 | 76.02 | 65% |
| Returns for 5 years | N/A | 72.41 | - |
| Returns for 10 years | N/A | 259.99 | - |
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