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SRORX vs VTSMX
SRORX vs VTSMX Comparison
Open Charts SRORX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs R6
Price$14.12
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets4.99M
Vanguard Total Stock Mkt Idx I
Price$161.19
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
SRORX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SRORX (4.99M). VTSMX pays higher dividends than SRORX: VTSMX (1.04) vs SRORX (0.35). 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 : 16.79 vs. SRORX (11.32).
| 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 | 11.952 | 13.963 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.99M | 2.02T | 0% |
| Annual Yield % from dividends | 0.35 | 1.04 | 33% |
| Returns for 1 year | 11.32 | 16.79 | 67% |
| Returns for 3 years | N/A | 81.38 | - |
| Returns for 5 years | N/A | 89.96 | - |
| Returns for 10 years | N/A | 229.85 | - |
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