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SROAX vs VTSMX
SROAX vs VTSMX Comparison
Open Charts SROAX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs A
Price$12.49
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.36M
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
SROAX vs VTSMX Comparison Chart
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SROAX vs. VTSMX commentary
May 23, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SROAX (4.36M). VTSMX pays higher dividends than SROAX: VTSMX (1.26) vs SROAX (0.13). SROAX was incepted earlier than VTSMX: SROAX (2 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 : 11.08 vs. SROAX (3.96).
| 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 | 2 years | 33 years | - |
| Gain YTD | -0.478 | 0.767 | -62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36M | 1.72T | 0% |
| Annual Yield % from dividends | 0.13 | 1.26 | 10% |
| Returns for 1 year | 3.96 | 11.08 | 36% |
| Returns for 3 years | N/A | 49.86 | - |
| Returns for 5 years | N/A | 96.32 | - |
| Returns for 10 years | -17.59 | 174.58 | -10% |
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