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SROAX vs VSMPX
SROAX vs VSMPX Comparison
Open Charts SROAX vs VSMPX
Calamos Antetokounmpo Sustainable Eqs A
Price$11.63
Change+$0.23 (+2.02%)
VolumeN/A
Net Assets3.93M
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
SROAX vs VSMPX Comparison Chart
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SROAX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SROAX (3.93M). VSMPX pays higher dividends than SROAX: VSMPX (1.37) vs SROAX (0.13). SROAX was incepted earlier than VSMPX: SROAX (2 years) vs VSMPX (10 years). SROAX (10.24) is less costly to investors than VSMPX (0.02). SROAX is a more actively managed with annual turnover of: 20.00 vs. VSMPX (2.00). SROAX has a lower initial minimum investment than VSMPX: SROAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 0.32 vs. SROAX (0.12).
| SROAX | VSMPX | SROAX / VSMPX | |
| Total Expense Ratio | 1.35 | 0.02 | 6,750% |
| Annual Report Gross Expense Ratio | 10.24 | 0.02 | 51,200% |
| Fund Existence | 2 years | 10 years | - |
| Gain YTD | -7.257 | -11.144 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93M | 1.7T | 0% |
| Annual Yield % from dividends | 0.13 | 1.37 | 10% |
| Returns for 1 year | 0.12 | 0.32 | 39% |
| Returns for 3 years | N/A | 17.06 | - |
| Returns for 5 years | N/A | 85.42 | - |
| Returns for 10 years | -22.09 | N/A | - |
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