Interact to see
Advertisement
Advertisement
SROAX vs VTSAX
SROAX vs VTSAX Comparison
Open Charts SROAX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs A
Price$13.53
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets4.82M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SROAX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SROAX vs. VTSAX commentary
Aug 17, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SROAX (4.82M). VTSAX pays higher dividends than SROAX: VTSAX (1.18) vs SROAX (0.12). SROAX was incepted earlier than VTSAX: SROAX (3 years) vs VTSAX (25 years). SROAX (6.11) is less costly to investors than VTSAX (0.04). SROAX is a more actively managed with annual turnover of: 20.00 vs. VTSAX (2.00). SROAX has a lower initial minimum investment than VTSAX: SROAX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 16.22 vs. SROAX (9.87).
| SROAX | VTSAX | SROAX / VTSAX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 6.11 | 0.04 | 15,275% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 7.895 | 9.275 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82M | 1.91T | 0% |
| Annual Yield % from dividends | 0.12 | 1.18 | 10% |
| Returns for 1 year | 9.87 | 16.22 | 61% |
| Returns for 3 years | N/A | 46.82 | - |
| Returns for 5 years | N/A | 85.86 | - |
| Returns for 10 years | -9.96 | 203.17 | -5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement