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SROAX vs VTSMX
SROAX vs VTSMX Comparison
Open Charts SROAX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs A
Price$11.63
Change+$0.23 (+2.02%)
VolumeN/A
Net Assets3.93M
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
SROAX vs VTSMX Comparison Chart
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SROAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SROAX (3.93M). VTSMX pays higher dividends than SROAX: VTSMX (1.25) vs SROAX (0.13). SROAX was incepted earlier than VTSMX: SROAX (2 years) vs VTSMX (33 years). SROAX (10.24) 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 : 0.30 vs. SROAX (0.12).
| SROAX | VTSMX | SROAX / VTSMX | |
| Total Expense Ratio | 1.35 | 0.14 | 964% |
| Annual Report Gross Expense Ratio | 10.24 | 0.14 | 7,314% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | -7.257 | -11.144 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93M | 1.7T | 0% |
| Annual Yield % from dividends | 0.13 | 1.25 | 11% |
| Returns for 1 year | 0.12 | 0.30 | 41% |
| Returns for 3 years | N/A | 17.00 | - |
| Returns for 5 years | N/A | 85.34 | - |
| Returns for 10 years | -22.09 | 145.28 | -15% |
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