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SROAX vs VTSMX
SROAX vs VTSMX Comparison
Open Charts SROAX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs A
Price$12.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SROAX vs VTSMX Comparison Chart
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SROAX vs. VTSMX commentary
Nov 15, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SROAX (4.73M). VTSMX pays higher dividends than SROAX: VTSMX (1.26) vs SROAX (0.27). SROAX was incepted earlier than VTSMX: SROAX (2 years) vs VTSMX (33 years). SROAX is a more actively managed with annual turnover of: 11.00 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 : 33.37 vs. SROAX (25.64).
| SROAX | VTSMX | SROAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 17.046 | 24.862 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73M | 1.73T | 0% |
| Annual Yield % from dividends | 0.27 | 1.26 | 22% |
| Returns for 1 year | 25.64 | 33.37 | 77% |
| Returns for 3 years | N/A | 22.80 | - |
| Returns for 5 years | N/A | 87.43 | - |
| Returns for 10 years | -10.34 | 193.39 | -5% |