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SRORX vs VTSMX
SRORX vs VTSMX Comparison
Open Charts SRORX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs R6
Price$13.29
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.55M
Vanguard Total Stock Mkt Idx I
Price$150.47
Change+$0.90 (+0.60%)
VolumeN/A
Net Assets1.91T
SRORX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SRORX (4.55M). VTSMX pays higher dividends than SRORX: VTSMX (1.12) vs SRORX (0.37). SRORX was incepted earlier than VTSMX: SRORX (2 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 : 11.80 vs. SRORX (4.39).
| 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 | 2 years | 33 years | - |
| Gain YTD | 5.896 | 6.123 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55M | 1.91T | 0% |
| Annual Yield % from dividends | 0.37 | 1.12 | 33% |
| Returns for 1 year | 4.39 | 11.80 | 37% |
| Returns for 3 years | N/A | 61.21 | - |
| Returns for 5 years | N/A | 89.10 | - |
| Returns for 10 years | N/A | 189.88 | - |
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