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SRORX vs VTSAX
SRORX vs VTSAX Comparison
Open Charts SRORX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs R6
Price$12.88
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets4.39M
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
SRORX vs VTSAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SRORX (4.39M). VTSAX pays higher dividends than SRORX: VTSAX (1.28) vs SRORX (0.38). SRORX was incepted earlier than VTSAX: SRORX (2 years) vs VTSAX (25 years). SRORX (5.83) is less costly to investors than VTSAX (0.04). SRORX is a more actively managed with annual turnover of: 20.00 vs. VTSAX (2.00). SRORX has a lower initial minimum investment than VTSAX: SRORX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.96 vs. SRORX (7.48).
| SRORX | VTSAX | SRORX / VTSAX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 5.83 | 0.04 | 14,575% |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | 2.629 | 0.826 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.39M | 1.82T | 0% |
| Annual Yield % from dividends | 0.38 | 1.28 | 30% |
| Returns for 1 year | 7.48 | 10.96 | 68% |
| Returns for 3 years | N/A | 40.35 | - |
| Returns for 5 years | N/A | 80.95 | - |
| Returns for 10 years | N/A | 180.53 | - |
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