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SROAX vs VTSMX
SROAX vs VTSMX Comparison
Open Charts SROAX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs A
Price$13.53
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets4.82M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SROAX vs VTSMX Comparison Chart in %
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SROAX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SROAX (4.82M). VTSMX pays higher dividends than SROAX: VTSMX (1.09) vs SROAX (0.12). SROAX was incepted earlier than VTSMX: SROAX (3 years) vs VTSMX (33 years). SROAX (6.11) is less costly to investors than VTSMX (0.14). SROAX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). SROAX has a lower initial minimum investment than VTSMX: SROAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. SROAX (9.87).
| SROAX | VTSMX | SROAX / VTSMX | |
| Total Expense Ratio | 1.35 | 0.14 | 964% |
| Annual Report Gross Expense Ratio | 6.11 | 0.14 | 4,364% |
| Fund Existence | 3 years | 33 years | - |
| Gain YTD | 7.895 | 9.266 | 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 | 1.09 | 11% |
| Returns for 1 year | 9.87 | 16.21 | 61% |
| Returns for 3 years | N/A | 46.80 | - |
| Returns for 5 years | N/A | 85.82 | - |
| Returns for 10 years | -9.96 | 202.54 | -5% |
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