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SRORX vs VTSMX
SRORX vs VTSMX Comparison
Open Charts SRORX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs R6
Price$13.65
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets4.84M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SRORX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SRORX (4.84M). VTSMX pays higher dividends than SRORX: VTSMX (1.07) vs SRORX (0.36). SRORX was incepted earlier than VTSMX: SRORX (3 years) vs VTSMX (33 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 : 18.03 vs. SRORX (10.95).
| 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 | 33 years | - |
| Gain YTD | 8.765 | 10.330 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84M | 1.95T | 0% |
| Annual Yield % from dividends | 0.36 | 1.07 | 33% |
| Returns for 1 year | 10.95 | 18.03 | 61% |
| Returns for 3 years | N/A | 63.63 | - |
| Returns for 5 years | N/A | 84.94 | - |
| Returns for 10 years | N/A | 224.15 | - |