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SROAX vs VTSMX
SROAX vs VTSMX Comparison
Open Charts SROAX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs A
Price$13.96
Change+$0.09 (+0.65%)
VolumeN/A
Net Assets4.94M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SROAX vs VTSMX Comparison Chart in %
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SROAX vs. VTSMX commentary
Oct 18, 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: 2.02T vs. SROAX (4.94M). VTSMX pays higher dividends than SROAX: VTSMX (1.04) vs SROAX (0.11). SROAX was incepted earlier than VTSMX: SROAX (3 years) vs VTSMX (34 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 : 13.30 vs. SROAX (8.60).
| 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 | 34 years | - |
| Gain YTD | 11.324 | 12.523 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94M | 2.02T | 0% |
| Annual Yield % from dividends | 0.11 | 1.04 | 11% |
| Returns for 1 year | 8.60 | 13.30 | 65% |
| Returns for 3 years | N/A | 75.25 | - |
| Returns for 5 years | N/A | 84.06 | - |
| Returns for 10 years | -4.28 | 223.69 | -2% |
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