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SRORX vs VTSAX
SRORX vs VTSAX Comparison
Open Charts SRORX vs VTSAX
Calamos Antetokounmpo Sustainable Eqs R6
Price$13.89
Change-$0.13 (-0.93%)
VolumeN/A
Net Assets5.22M
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
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 (5.22M). VTSAX pays higher dividends than SRORX: VTSAX (1.09) vs SRORX (0.09). 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 : 14.80 vs. SRORX (9.39).
| 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 | 1.982 | 1.379 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.22M | 2.06T | 0% |
| Annual Yield % from dividends | 0.09 | 1.09 | 8% |
| Returns for 1 year | 9.39 | 14.80 | 63% |
| Returns for 3 years | 40.23 | 64.03 | 63% |
| Returns for 5 years | N/A | 68.23 | - |
| Returns for 10 years | N/A | 270.92 | - |