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SROAX vs VTSAX
SROAX vs VTSAX Comparison
Open Charts SROAX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs A
Price$12.66
Change+$0.08 (+0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$142.69
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
SROAX vs VTSAX Comparison Chart
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SROAX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SROAX (4.62M). VTSAX pays higher dividends than SROAX: VTSAX (1.35) vs SROAX (0.27). SROAX was incepted earlier than VTSAX: SROAX (2 years) vs VTSAX (24 years). SROAX is a more actively managed with annual turnover of: 11.00 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 : 24.27 vs. SROAX (16.25).
| SROAX | VTSAX | SROAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 24 years | - |
| Gain YTD | 15.406 | 23.635 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62M | 1.84T | 0% |
| Annual Yield % from dividends | 0.27 | 1.35 | 20% |
| Returns for 1 year | 16.25 | 24.27 | 67% |
| Returns for 3 years | N/A | 24.16 | - |
| Returns for 5 years | N/A | 79.25 | - |
| Returns for 10 years | -14.01 | 184.74 | -8% |
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