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SRORX vs VTSAX
SRORX vs VTSAX Comparison
Open Charts SRORX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs R6
Price$13.77
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets5.17M
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
SRORX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. SRORX (5.17M). VTSAX pays higher dividends than SRORX: VTSAX (1.11) vs SRORX (0.34). SRORX was incepted earlier than VTSAX: SRORX (3 years) vs VTSAX (25 years). SRORX (5.83) is less costly to investors than VTSAX (0.04). SRORX is a more actively managed with annual turnover of: 20.00 vs. VTSAX (2.00). SRORX has a lower initial minimum investment than VTSAX: SRORX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.43 vs. SRORX (7.00).
| SRORX | VTSAX | SRORX / VTSAX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 5.83 | 0.04 | 14,575% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 9.562 | 17.379 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.17M | 2.06T | 0% |
| Annual Yield % from dividends | 0.34 | 1.11 | 31% |
| Returns for 1 year | 7.00 | 14.43 | 49% |
| Returns for 3 years | N/A | 78.05 | - |
| Returns for 5 years | N/A | 76.83 | - |
| Returns for 10 years | N/A | 235.67 | - |
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