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SRORX vs VTSMX
SRORX vs VTSMX Comparison
Open Charts SRORX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs R6
Price$13.60
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets4.67M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SRORX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SRORX (4.67M). VTSMX pays higher dividends than SRORX: VTSMX (1.12) vs SRORX (0.37). SRORX was incepted earlier than VTSMX: SRORX (2 years) vs VTSMX (33 years). SRORX (5.83) is less costly to investors than VTSMX (0.14). SRORX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). SRORX has a lower initial minimum investment than VTSMX: SRORX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. SRORX (12.64).
| SRORX | VTSMX | SRORX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 5.83 | 0.14 | 4,164% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 8.367 | 8.287 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67M | 1.91T | 0% |
| Annual Yield % from dividends | 0.37 | 1.12 | 33% |
| Returns for 1 year | 12.64 | 17.75 | 71% |
| Returns for 3 years | N/A | 60.60 | - |
| Returns for 5 years | N/A | 93.51 | - |
| Returns for 10 years | N/A | 200.97 | - |
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