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SROAX vs VSTSX
SROAX vs VSTSX Comparison
Open Charts SROAX vs VSTSX
Calamos Antetokounmpo Sustainable Eqs A
Price$11.63
Change+$0.23 (+2.02%)
VolumeN/A
Net Assets3.93M
Vanguard Total Stock Mkt Idx Instl Sel
Price$251.05
Change+$4.37 (+1.77%)
VolumeN/A
Net Assets1.7T
SROAX vs VSTSX Comparison Chart
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SROAX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. SROAX (3.93M). VSTSX pays higher dividends than SROAX: VSTSX (1.37) vs SROAX (0.13). SROAX was incepted earlier than VSTSX: SROAX (2 years) vs VSTSX (9 years). SROAX (10.24) is less costly to investors than VSTSX (0.01). SROAX is a more actively managed with annual turnover of: 20.00 vs. VSTSX (2.00). SROAX has a lower initial minimum investment than VSTSX: SROAX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 0.33 vs. SROAX (0.12).
| SROAX | VSTSX | SROAX / VSTSX | |
| Total Expense Ratio | 1.35 | 0.01 | 13,500% |
| Annual Report Gross Expense Ratio | 10.24 | 0.01 | 102,400% |
| Fund Existence | 2 years | 9 years | - |
| Gain YTD | -7.257 | -11.142 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 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 | 0.33 | 38% |
| Returns for 3 years | N/A | 17.09 | - |
| Returns for 5 years | N/A | 85.48 | - |
| Returns for 10 years | -22.09 | N/A | - |
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