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SROCX vs VTSAX
SROCX vs VTSAX Comparison
Open Charts SROCX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs C
Price$13.74
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets4.97M
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
SROCX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. SROCX (4.97M). VTSAX pays higher dividends than SROCX: VTSAX (1.13) vs SROCX (0.00). SROCX was incepted earlier than VTSAX: SROCX (3 years) vs VTSAX (25 years). SROCX (6.86) is less costly to investors than VTSAX (0.04). SROCX is a more actively managed with annual turnover of: 20.00 vs. VTSAX (2.00). SROCX has a lower initial minimum investment than VTSAX: SROCX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. SROCX (7.85).
| SROCX | VTSAX | SROCX / VTSAX | |
| Total Expense Ratio | 2.10 | 0.04 | 5,250% |
| Annual Report Gross Expense Ratio | 6.86 | 0.04 | 17,150% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 10.717 | 13.023 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97M | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.13 | - |
| Returns for 1 year | 7.85 | 13.81 | 57% |
| Returns for 3 years | N/A | 76.08 | - |
| Returns for 5 years | N/A | 84.90 | - |
| Returns for 10 years | N/A | 225.85 | - |
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