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SROAX vs VSMPX
SROAX vs VSMPX Comparison
Open Charts SROAX vs VSMPX
Calamos Antetokounmpo Sustainable Eqs A
Price$12.66
Change+$0.08 (+0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$267.71
Change+$2.94 (+1.11%)
VolumeN/A
CapitalizationN/A
SROAX vs VSMPX Comparison Chart
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SROAX vs. VSMPX commentary
Dec 23, 2024
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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. SROAX (4.62M). VSMPX pays higher dividends than SROAX: VSMPX (1.36) vs SROAX (0.27). SROAX was incepted earlier than VSMPX: SROAX (2 years) vs VSMPX (10 years). SROAX is a more actively managed with annual turnover of: 11.00 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 : 24.28 vs. SROAX (16.25).
| SROAX | VSMPX | SROAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 10 years | - |
| Gain YTD | 15.406 | 23.652 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62M | 1.84T | 0% |
| Annual Yield % from dividends | 0.27 | 1.36 | 20% |
| Returns for 1 year | 16.25 | 24.28 | 67% |
| Returns for 3 years | N/A | 24.19 | - |
| Returns for 5 years | N/A | 79.30 | - |
| Returns for 10 years | -14.01 | N/A | - |
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