CHRRX
Price
$18.92
Change
+$0.07 (+0.37%)
Updated
May 8 closing price
Net Assets
3.27B
VSMPX
Price
$254.04
Change
+$1.84 (+0.73%)
Updated
May 8 closing price
Net Assets
1.72T
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CHRRX vs VSMPX

Header iconCHRRX vs VSMPX Comparison
Open Charts CHRRX vs VSMPXBanner chart's image
Invesco Charter R
Price$18.92
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets3.27B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
CHRRX vs VSMPX Comparison Chart
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VS
CHRRX vs. VSMPX commentary
May 09, 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. CHRRX (3.27B). VSMPX pays higher dividends than CHRRX: VSMPX (1.37) vs CHRRX (0.29). CHRRX was incepted earlier than VSMPX: CHRRX (23 years) vs VSMPX (10 years). CHRRX (1.26) is less costly to investors than VSMPX (0.02). CHRRX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). CHRRX has a lower initial minimum investment than VSMPX: CHRRX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. CHRRX (2.33). VSMPX return over 5 years is better than : 88.00 vs. CHRRX (35.04).
CHRRXVSMPXCHRRX / VSMPX
Total Expense Ratio1.260.026,300%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence23 years10 years-
Gain YTD-3.383-4.64973%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.27B1.72T0%
Annual Yield % from dividends0.291.3721%
Returns for 1 year2.337.8630%
Returns for 3 years22.6839.4358%
Returns for 5 years35.0488.0040%
Returns for 10 years-9.37155.00-6%
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