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CHRRX
Price
$21.02
Change
-$0.31 (-1.45%)
Updated
Nov 15 closing price
VSMPX
Price
$265.08
Change
-$3.50 (-1.30%)
Updated
Nov 15 closing price
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CHRRX vs VSMPX

Header iconCHRRX vs VSMPX Comparison
Open Charts CHRRX vs VSMPXBanner chart's image
Invesco Charter R
Price$21.02
Change-$0.31 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
CHRRX vs VSMPX Comparison Chart
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VS
CHRRX vs. VSMPX commentary
Nov 18, 2024

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 VSMPX is a StrongSell.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. CHRRX (3.57B). VSMPX pays higher dividends than CHRRX: VSMPX (1.36) vs CHRRX (0.10). CHRRX was incepted earlier than VSMPX: CHRRX (22 years) vs VSMPX (10 years). CHRRX is a more actively managed with annual turnover of: 84.00 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 : 30.55 vs. CHRRX (24.45). VSMPX return over 5 years is better than : 83.80 vs. CHRRX (18.45).
CHRRXVSMPXCHRRX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years10 years-
Gain YTD25.26822.437113%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B1.73T0%
Annual Yield % from dividends0.101.368%
Returns for 1 year24.4530.5580%
Returns for 3 years-5.3919.95-27%
Returns for 5 years18.4583.8022%
Returns for 10 years-7.84N/A-
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