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SROCX vs VTSMX
SROCX vs VTSMX Comparison
Open Charts SROCX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs C
Price$11.49
Change+$0.22 (+1.95%)
VolumeN/A
Net Assets3.93M
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
SROCX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SROCX (3.93M). VTSMX pays higher dividends than SROCX: VTSMX (1.25) vs SROCX (0.00). SROCX was incepted earlier than VTSMX: SROCX (2 years) vs VTSMX (33 years). SROCX (10.99) 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 : 0.30 vs. SROCX (-0.61).
| SROCX | VTSMX | SROCX / VTSMX | |
| Total Expense Ratio | 2.10 | 0.14 | 1,500% |
| Annual Report Gross Expense Ratio | 10.99 | 0.14 | 7,850% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | -7.413 | -11.144 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -0.61 | 0.30 | -200% |
| Returns for 3 years | N/A | 17.00 | - |
| Returns for 5 years | N/A | 85.34 | - |
| Returns for 10 years | N/A | 145.28 | - |
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