CHRRX
Price
$21.53
Change
-$0.12 (-0.55%)
Updated
Sep 5 closing price
Net Assets
3.66B
VSMPX
Price
$292.42
Change
+$2.56 (+0.88%)
Updated
Sep 4 closing price
Net Assets
1.95T
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CHRRX vs VSMPX

Header iconCHRRX vs VSMPX Comparison
Open Charts CHRRX vs VSMPXBanner chart's image
Invesco Charter R
Price$21.53
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets3.66B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
CHRRX vs VSMPX Comparison Chart in %
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VS
CHRRX vs. VSMPX commentary
Sep 06, 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: 1.95T vs. CHRRX (3.66B). VSMPX pays higher dividends than CHRRX: VSMPX (1.17) vs CHRRX (0.25). 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 : 18.28 vs. CHRRX (11.67). VSMPX return over 5 years is better than : 85.39 vs. CHRRX (33.00).
CHRRXVSMPXCHRRX / VSMPX
Total Expense Ratio1.260.026,300%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence23 years10 years-
Gain YTD10.96910.574104%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.66B1.95T0%
Annual Yield % from dividends0.251.1721%
Returns for 1 year11.6718.2864%
Returns for 3 years42.9464.0367%
Returns for 5 years33.0085.3939%
Returns for 10 years12.64215.196%
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