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SROAX vs VTSAX
SROAX vs VTSAX Comparison
Open Charts SROAX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs A
Price$13.66
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets4.87M
Vanguard Total Stock Mkt Idx Adm
Price$155.96
Change+$0.41 (+0.26%)
VolumeN/A
Net Assets1.95T
SROAX vs VTSAX Comparison Chart in %
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SROAX vs. VTSAX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SROAX is a StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. SROAX (4.87M). VTSAX pays higher dividends than SROAX: VTSAX (1.16) vs SROAX (0.12). SROAX was incepted earlier than VTSAX: SROAX (3 years) vs VTSAX (25 years). SROAX (6.11) is less costly to investors than VTSAX (0.04). SROAX is a more actively managed with annual turnover of: 20.00 vs. VTSAX (2.00). SROAX has a lower initial minimum investment than VTSAX: SROAX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 18.04 vs. SROAX (10.61).
| SROAX | VTSAX | SROAX / VTSAX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 6.11 | 0.04 | 15,275% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 8.533 | 10.346 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87M | 1.95T | 0% |
| Annual Yield % from dividends | 0.12 | 1.16 | 10% |
| Returns for 1 year | 10.61 | 18.04 | 59% |
| Returns for 3 years | N/A | 63.66 | - |
| Returns for 5 years | N/A | 84.96 | - |
| Returns for 10 years | -4.30 | 224.91 | -2% |
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