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SROAX vs VSMPX
SROAX vs VSMPX Comparison
Open Charts SROAX vs VSMPX
Calamos Antetokounmpo Sustainable Eqs A
Price$12.49
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.36M
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
SROAX vs VSMPX Comparison Chart
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SROAX vs. VSMPX commentary
May 23, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SROAX (4.36M). 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 (6.11) 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 : 11.10 vs. SROAX (3.96).
| SROAX | VSMPX | SROAX / VSMPX | |
| Total Expense Ratio | 1.35 | 0.02 | 6,750% |
| Annual Report Gross Expense Ratio | 6.11 | 0.02 | 30,550% |
| Fund Existence | 2 years | 10 years | - |
| Gain YTD | -0.478 | 0.781 | -61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36M | 1.72T | 0% |
| Annual Yield % from dividends | 0.13 | 1.37 | 10% |
| Returns for 1 year | 3.96 | 11.10 | 36% |
| Returns for 3 years | N/A | 49.92 | - |
| Returns for 5 years | N/A | 96.40 | - |
| Returns for 10 years | -17.59 | 166.44 | -11% |
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