Interact to see
Advertisement
Advertisement
SRORX vs VTSMX
SRORX vs VTSMX Comparison
Open Charts SRORX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs R6
Price$12.88
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets4.39M
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
SRORX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SRORX (4.39M). VTSMX pays higher dividends than SRORX: VTSMX (1.18) vs SRORX (0.38). 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 : 10.96 vs. SRORX (7.48).
| 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 | 2.629 | 0.817 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.39M | 1.82T | 0% |
| Annual Yield % from dividends | 0.38 | 1.18 | 32% |
| Returns for 1 year | 7.48 | 10.96 | 68% |
| Returns for 3 years | N/A | 40.34 | - |
| Returns for 5 years | N/A | 80.94 | - |
| Returns for 10 years | N/A | 179.94 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers