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SROCX vs VTSMX
SROCX vs VTSMX Comparison
Open Charts SROCX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs C
Price$12.83
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets4.45M
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
SROCX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SROCX (4.45M). VTSMX pays higher dividends than SROCX: VTSMX (1.18) 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 : 11.43 vs. SROCX (5.08).
| 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 | 3.384 | 3.321 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.45M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 5.08 | 11.43 | 44% |
| Returns for 3 years | N/A | 54.19 | - |
| Returns for 5 years | N/A | 97.67 | - |
| Returns for 10 years | N/A | 190.87 | - |
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