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SROCX vs VTSMX
SROCX vs VTSMX Comparison
Open Charts SROCX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs C
Price$13.68
Change-$0.23 (-1.65%)
VolumeN/A
Net Assets5.06M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SROCX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SROCX (5.06M). VTSMX pays higher dividends than SROCX: VTSMX (1.02) vs SROCX (0.00). SROCX was incepted earlier than VTSMX: SROCX (3 years) vs VTSMX (34 years). SROCX (6.86) is less costly to investors than VTSMX (0.14). SROCX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). SROCX has a lower initial minimum investment than VTSMX: SROCX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. SROCX (9.27).
| SROCX | VTSMX | SROCX / VTSMX | |
| Total Expense Ratio | 2.10 | 0.14 | 1,500% |
| Annual Report Gross Expense Ratio | 6.86 | 0.14 | 4,900% |
| Fund Existence | 3 years | 34 years | - |
| Gain YTD | 12.087 | 15.972 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06M | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 9.27 | 13.42 | 69% |
| Returns for 3 years | N/A | 68.22 | - |
| Returns for 5 years | N/A | 83.98 | - |
| Returns for 10 years | N/A | 235.40 | - |
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