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SRORX vs VTSMX
SRORX vs VTSMX Comparison
Open Charts SRORX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs R6
Price$12.09
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets4.16M
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
SRORX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SRORX (4.16M). VTSMX pays higher dividends than SRORX: VTSMX (1.25) vs SRORX (0.40). SRORX was incepted earlier than VTSMX: SRORX (2 years) vs VTSMX (33 years). SRORX (9.98) is less costly to investors than VTSMX (0.14). SRORX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). SRORX has a lower initial minimum investment than VTSMX: SRORX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.35 vs. SRORX (3.73).
| SRORX | VTSMX | SRORX / VTSMX | |
| Total Expense Ratio | 1.09 | 0.14 | 779% |
| Annual Report Gross Expense Ratio | 9.98 | 0.14 | 7,129% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | -3.665 | -4.752 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.16M | 1.81T | 0% |
| Annual Yield % from dividends | 0.40 | 1.25 | 32% |
| Returns for 1 year | 3.73 | 7.35 | 51% |
| Returns for 3 years | N/A | 21.00 | - |
| Returns for 5 years | N/A | 124.42 | - |
| Returns for 10 years | N/A | 166.40 | - |
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