Interact to see
Advertisement
Advertisement
SROIX vs VTSMX
SROIX vs VTSMX Comparison
Open Charts SROIX vs VTSMX
SROIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.29T vs. SROIX (5.91M). VTSMX pays higher dividends than SROIX: VTSMX (0.99) vs SROIX (0.07). SROIX was incepted earlier than VTSMX: SROIX (4 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 : 21.03 vs. SROIX (14.45).
| 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 | 4 years | 34 years | - |
| Gain YTD | 12.849 | 12.869 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.91M | 2.29T | 0% |
| Annual Yield % from dividends | 0.07 | 0.99 | 7% |
| Returns for 1 year | 14.45 | 21.03 | 69% |
| Returns for 3 years | 52.42 | 74.28 | 71% |
| Returns for 5 years | N/A | 66.56 | - |
| Returns for 10 years | N/A | 249.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers