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SROAX vs VTSMX
SROAX vs VTSMX Comparison
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SROAX vs VTSMX Comparison Chart in %
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SROAX vs. VTSMX commentary
Jul 14, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. SROAX (5.79M). VTSMX pays higher dividends than SROAX: VTSMX (0.99) vs SROAX (0.00). SROAX was incepted earlier than VTSMX: SROAX (3 years) vs VTSMX (34 years). SROAX (5.80) is less costly to investors than VTSMX (0.06). SROAX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than SROAX: VTSMX (0) vs SROAX (2500). VTSMX annual gain was more profitable for investors over the last year : 21.46 vs. SROAX (12.54).
| SROAX | VTSMX | SROAX / VTSMX | |
| Total Expense Ratio | 1.35 | 0.06 | 2,250% |
| Annual Report Gross Expense Ratio | 5.80 | 0.06 | 9,667% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 9.639 | 11.201 | 86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79M | 2.3T | 0% |
| Annual Yield % from dividends | 0.00 | 0.99 | - |
| Returns for 1 year | 12.54 | 21.46 | 58% |
| Returns for 3 years | 42.24 | 66.96 | 63% |
| Returns for 5 years | N/A | 66.43 | - |
| Returns for 10 years | -4.61 | 249.71 | -2% |
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