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SROCX vs VTSMX
SROCX vs VTSMX Comparison
Open Charts SROCX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs C
Price$13.17
Change+$0.09 (+0.69%)
VolumeN/A
Net Assets4.56M
Vanguard Total Stock Mkt Idx I
Price$150.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
SROCX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SROCX (4.56M). VTSMX pays higher dividends than SROCX: VTSMX (1.12) vs SROCX (0.00). SROCX was incepted earlier than VTSMX: SROCX (2 years) vs VTSMX (33 years). SROCX (6.86) is less costly to investors than VTSMX (0.14). SROCX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). SROCX has a lower initial minimum investment than VTSMX: SROCX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.47 vs. SROCX (5.36).
| SROCX | VTSMX | SROCX / VTSMX | |
| Total Expense Ratio | 2.10 | 0.14 | 1,500% |
| Annual Report Gross Expense Ratio | 6.86 | 0.14 | 4,900% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 6.124 | 6.762 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 5.36 | 12.47 | 43% |
| Returns for 3 years | N/A | 62.18 | - |
| Returns for 5 years | N/A | 90.23 | - |
| Returns for 10 years | N/A | 191.62 | - |
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