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SROAX vs VTSMX
SROAX vs VTSMX Comparison
Open Charts SROAX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs A
Price$12.78
Change-$0.16 (-1.24%)
VolumeN/A
Net Assets4.45M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SROAX vs VTSMX Comparison Chart
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SROAX vs. VTSMX commentary
Jun 15, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SROAX (4.45M). VTSMX pays higher dividends than SROAX: VTSMX (1.18) vs SROAX (0.12). SROAX was incepted earlier than VTSMX: SROAX (2 years) vs VTSMX (33 years). SROAX (6.11) is less costly to investors than VTSMX (0.14). SROAX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). SROAX has a lower initial minimum investment than VTSMX: SROAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. SROAX (5.06).
| SROAX | VTSMX | SROAX / VTSMX | |
| Total Expense Ratio | 1.35 | 0.14 | 964% |
| Annual Report Gross Expense Ratio | 6.11 | 0.14 | 4,364% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 1.914 | 1.349 | 142% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.45M | 1.82T | 0% |
| Annual Yield % from dividends | 0.12 | 1.18 | 11% |
| Returns for 1 year | 5.06 | 10.06 | 50% |
| Returns for 3 years | N/A | 57.59 | - |
| Returns for 5 years | N/A | 91.36 | - |
| Returns for 10 years | -14.67 | 178.92 | -8% |
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