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SROAX vs VITSX
SROAX vs VITSX Comparison
Open Charts SROAX vs VITSX
Calamos Antetokounmpo Sustainable Eqs A
Price$11.63
Change+$0.23 (+2.02%)
VolumeN/A
Net Assets3.93M
Vanguard Total Stock Market Idx I
Price$127.51
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
SROAX vs VITSX Comparison Chart
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SROAX vs. VITSX 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 VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. SROAX (3.93M). VITSX pays higher dividends than SROAX: VITSX (1.36) vs SROAX (0.13). SROAX was incepted earlier than VITSX: SROAX (2 years) vs VITSX (28 years). SROAX (10.24) is less costly to investors than VITSX (0.03). SROAX is a more actively managed with annual turnover of: 20.00 vs. VITSX (2.00). SROAX has a lower initial minimum investment than VITSX: SROAX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 0.31 vs. SROAX (0.12).
| SROAX | VITSX | SROAX / VITSX | |
| Total Expense Ratio | 1.35 | 0.03 | 4,500% |
| Annual Report Gross Expense Ratio | 10.24 | 0.03 | 34,133% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | -7.257 | -11.145 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93M | 1.7T | 0% |
| Annual Yield % from dividends | 0.13 | 1.36 | 10% |
| Returns for 1 year | 0.12 | 0.31 | 40% |
| Returns for 3 years | N/A | 17.03 | - |
| Returns for 5 years | N/A | 85.37 | - |
| Returns for 10 years | -22.09 | 145.77 | -15% |