Interact to see
Advertisement
Advertisement
SROAX vs VTSAX
SROAX vs VTSAX Comparison
Open Charts SROAX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs A
Price$13.74
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets5.18M
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
SROAX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SROAX vs. VTSAX commentary
Dec 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. SROAX (5.18M). VTSAX pays higher dividends than SROAX: VTSAX (1.11) vs SROAX (0.11). 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 : 14.33 vs. SROAX (6.93).
| 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 | 9.569 | 17.316 | 55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18M | 2.06T | 0% |
| Annual Yield % from dividends | 0.11 | 1.11 | 10% |
| Returns for 1 year | 6.93 | 14.33 | 48% |
| Returns for 3 years | N/A | 78.72 | - |
| Returns for 5 years | N/A | 76.73 | - |
| Returns for 10 years | -4.32 | 232.82 | -2% |