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SROCX vs VTSMX
SROCX vs VTSMX Comparison
Open Charts SROCX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs C
Price$13.77
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets5.02M
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
SROCX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SROCX (5.02M). VTSMX pays higher dividends than SROCX: VTSMX (1.04) vs SROCX (0.00). SROCX was incepted earlier than VTSMX: SROCX (3 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 : 18.34 vs. SROCX (11.05).
| 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 | 3 years | 33 years | - |
| Gain YTD | 10.959 | 14.389 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02M | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 11.05 | 18.34 | 60% |
| Returns for 3 years | N/A | 82.05 | - |
| Returns for 5 years | N/A | 89.06 | - |
| Returns for 10 years | N/A | 231.08 | - |
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