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SRORX vs VTSMX
SRORX vs VTSMX Comparison
Open Charts SRORX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs R6
Price$13.84
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets4.98M
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
SRORX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SRORX (4.98M). VTSMX pays higher dividends than SRORX: VTSMX (1.02) vs SRORX (0.34). SRORX was incepted earlier than VTSMX: SRORX (3 years) vs VTSMX (34 years). SRORX (5.83) 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 : 10.79 vs. SRORX (8.79).
| SRORX | VTSMX | SRORX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 5.83 | 0.14 | 4,164% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 10.279 | 11.948 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.98M | 2.05T | 0% |
| Annual Yield % from dividends | 0.34 | 1.02 | 34% |
| Returns for 1 year | 8.79 | 10.79 | 81% |
| Returns for 3 years | N/A | 63.83 | - |
| Returns for 5 years | N/A | 77.62 | - |
| Returns for 10 years | N/A | 213.77 | - |
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