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SROAX vs VSMPX
SROAX vs VSMPX Comparison
Open Charts SROAX vs VSMPX
Calamos Antetokounmpo Sustainable Eqs A
Price$12.78
Change-$0.06 (-0.47%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.58
Change-$1.83 (-0.68%)
VolumeN/A
CapitalizationN/A
SROAX vs VSMPX Comparison Chart
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SROAX vs. VSMPX commentary
Nov 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. SROAX (4.72M). 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 : 33.40 vs. SROAX (25.64).
| 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 | 17.046 | 24.899 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72M | 1.73T | 0% |
| Annual Yield % from dividends | 0.27 | 1.36 | 20% |
| Returns for 1 year | 25.64 | 33.40 | 77% |
| Returns for 3 years | N/A | 22.84 | - |
| Returns for 5 years | N/A | 87.49 | - |
| Returns for 10 years | -10.34 | N/A | - |