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SRORX vs VTSMX
SRORX vs VTSMX Comparison
Open Charts SRORX vs VTSMX
Calamos Antetokounmpo Sustainable Eqs R6
Price$13.96
Change-$0.22 (-1.55%)
VolumeN/A
Net Assets5.06M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SRORX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SRORX (5.06M). VTSMX pays higher dividends than SRORX: VTSMX (1.02) vs SRORX (0.34). 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 : 11.51 vs. SRORX (8.80).
| 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 | 11.235 | 13.935 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06M | 2.05T | 0% |
| Annual Yield % from dividends | 0.34 | 1.02 | 34% |
| Returns for 1 year | 8.80 | 11.51 | 76% |
| Returns for 3 years | N/A | 66.86 | - |
| Returns for 5 years | N/A | 80.75 | - |
| Returns for 10 years | N/A | 224.94 | - |
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