CHRRX
Price
$19.96
Change
-$0.39 (-1.92%)
Updated
Feb 21 closing price
Net Assets
3.54B
VFINX
Price
$555.87
Change
-$9.63 (-1.70%)
Updated
Feb 21 closing price
Net Assets
1.41T
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CHRRX vs VFINX

Header iconCHRRX vs VFINX Comparison
Open Charts CHRRX vs VFINXBanner chart's image
Invesco Charter R
Price$19.96
Change-$0.39 (-1.92%)
VolumeN/A
Net Assets3.54B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
CHRRX vs VFINX Comparison Chart
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CHRRX vs. VFINX commentary
Feb 23, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CHRRX is a StrongBuy and VFINX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. CHRRX (3.54B). VFINX pays higher dividends than CHRRX: VFINX (1.24) vs CHRRX (0.10). CHRRX was incepted earlier than VFINX: CHRRX (23 years) vs VFINX (49 years). CHRRX is a more actively managed with annual turnover of: 84.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CHRRX: VFINX (0) vs CHRRX (1000). VFINX annual gain was more profitable for investors over the last year : 18.27 vs. CHRRX (10.94). VFINX return over 5 years is better than : 80.18 vs. CHRRX (23.44).
CHRRXVFINXCHRRX / VFINX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years49 years-
Gain YTD2.3072.40096%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.54B1.41T0%
Annual Yield % from dividends0.101.248%
Returns for 1 year10.9418.2760%
Returns for 3 years16.8739.7842%
Returns for 5 years23.4480.1829%
Returns for 10 years-3.72184.41-2%
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