CHRRX
Price
$17.61
Change
-$0.58 (-3.19%)
Updated
Apr 10 closing price
Net Assets
3.18B
VSMPX
Price
$235.02
Change
-$8.64 (-3.55%)
Updated
Apr 10 closing price
Net Assets
1.7T
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CHRRX vs VSMPX

Header iconCHRRX vs VSMPX Comparison
Open Charts CHRRX vs VSMPXBanner chart's image
Invesco Charter R
Price$17.61
Change-$0.58 (-3.19%)
VolumeN/A
Net Assets3.18B
Vanguard Total Stock Mkt Idx Instl Pls
Price$235.02
Change-$8.64 (-3.55%)
VolumeN/A
Net Assets1.7T
CHRRX vs VSMPX Comparison Chart
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CHRRX vs. VSMPX commentary
Apr 12, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. CHRRX (3.18B). 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 : 4.74 vs. CHRRX (-0.55). VSMPX return over 5 years is better than : 92.24 vs. CHRRX (36.39).
CHRRXVSMPXCHRRX / VSMPX
Total Expense Ratio1.260.026,300%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence23 years10 years-
Gain YTD-6.766-7.87786%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.18B1.7T0%
Annual Yield % from dividends0.291.3721%
Returns for 1 year-0.554.74-12%
Returns for 3 years5.1021.0024%
Returns for 5 years36.3992.2439%
Returns for 10 years-12.17N/A-
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