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SRORX vs VTSMX
SRORX vs VTSMX Comparison
Open Charts SRORX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs R6
Price$13.89
Change-$0.13 (-0.93%)
VolumeN/A
Net Assets5.22M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
SRORX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SRORX (5.22M). VTSMX pays higher dividends than SRORX: VTSMX (1.00) vs SRORX (0.09). SRORX was incepted earlier than VTSMX: SRORX (3 years) vs VTSMX (34 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 : 14.79 vs. SRORX (9.39).
| 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 | 3 years | 34 years | - |
| Gain YTD | 1.982 | 1.373 | 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 | 1.00 | 9% |
| Returns for 1 year | 9.39 | 14.79 | 63% |
| Returns for 3 years | 40.23 | 63.99 | 63% |
| Returns for 5 years | N/A | 68.19 | - |
| Returns for 10 years | N/A | 270.18 | - |