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SROAX vs VTSAX
SROAX vs VTSAX Comparison
Open Charts SROAX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs A
Price$13.57
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets4.67M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SROAX vs VTSAX Comparison Chart in %
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SROAX vs. VTSAX commentary
Jul 28, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SROAX (4.67M). VTSAX pays higher dividends than SROAX: VTSAX (1.21) vs SROAX (0.12). SROAX was incepted earlier than VTSAX: SROAX (2 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 : 17.75 vs. SROAX (12.38).
| 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 | 2 years | 25 years | - |
| Gain YTD | 8.214 | 8.289 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67M | 1.91T | 0% |
| Annual Yield % from dividends | 0.12 | 1.21 | 10% |
| Returns for 1 year | 12.38 | 17.75 | 70% |
| Returns for 3 years | N/A | 60.63 | - |
| Returns for 5 years | N/A | 93.55 | - |
| Returns for 10 years | -8.43 | 201.64 | -4% |
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