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SROCX vs VTSMX
SROCX vs VTSMX Comparison
Open Charts SROCX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs C
Price$12.62
Change-$0.17 (-1.33%)
VolumeN/A
Net Assets4.48M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SROCX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SROCX (4.48M). VTSMX pays higher dividends than SROCX: VTSMX (1.26) vs SROCX (0.00). SROCX was incepted earlier than VTSMX: SROCX (2 years) vs VTSMX (33 years). SROCX is a more actively managed with annual turnover of: 11.00 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 : 22.86 vs. SROCX (13.59).
| SROCX | VTSMX | SROCX / 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 | 3.062 | 4.603 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48M | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 13.59 | 22.86 | 59% |
| Returns for 3 years | N/A | 38.57 | - |
| Returns for 5 years | N/A | 79.09 | - |
| Returns for 10 years | N/A | 187.66 | - |
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