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SROAX vs VFFSX
SROAX vs VFFSX Comparison
Open Charts SROAX vs VFFSX
Calamos Antetokounmpo Sustainable Eqs A
Price$11.63
Change+$0.23 (+2.02%)
VolumeN/A
Net Assets3.93M
Vanguard 500 Index Institutional Select
Price$262.46
Change+$4.67 (+1.81%)
VolumeN/A
Net Assets1.32T
SROAX vs VFFSX Comparison Chart
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SROAX vs. VFFSX commentary
Apr 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SROAX is a Hold and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.32T vs. SROAX (3.93M). VFFSX pays higher dividends than SROAX: VFFSX (1.36) vs SROAX (0.13). SROAX was incepted earlier than VFFSX: SROAX (2 years) vs VFFSX (9 years). SROAX (10.24) is less costly to investors than VFFSX (0.01). SROAX is a more actively managed with annual turnover of: 20.00 vs. VFFSX (2.00). SROAX has a lower initial minimum investment than VFFSX: SROAX (2500) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 1.39 vs. SROAX (0.12).
| SROAX | VFFSX | SROAX / VFFSX | |
| Total Expense Ratio | 1.35 | 0.01 | 13,500% |
| Annual Report Gross Expense Ratio | 10.24 | 0.01 | 102,400% |
| Fund Existence | 2 years | 9 years | - |
| Gain YTD | -7.257 | -10.399 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93M | 1.32T | 0% |
| Annual Yield % from dividends | 0.13 | 1.36 | 10% |
| Returns for 1 year | 0.12 | 1.39 | 9% |
| Returns for 3 years | N/A | 19.95 | - |
| Returns for 5 years | N/A | 89.02 | - |
| Returns for 10 years | -22.09 | N/A | - |
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