CHRRX
Price
$21.35
Change
+$0.09 (+0.42%)
Updated
Jul 25 closing price
Net Assets
3.62B
VTSAX
Price
$152.65
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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CHRRX vs VTSAX

Header iconCHRRX vs VTSAX Comparison
Open Charts CHRRX vs VTSAXBanner chart's image
Invesco Charter R
Price$21.35
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets3.62B
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CHRRX vs VTSAX Comparison Chart in %
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CHRRX vs. VTSAX commentary
Jul 26, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. CHRRX (3.62B). VTSAX pays higher dividends than CHRRX: VTSAX (1.21) vs CHRRX (0.26). CHRRX was incepted earlier than VTSAX: CHRRX (23 years) vs VTSAX (25 years). CHRRX (1.26) is less costly to investors than VTSAX (0.04). CHRRX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). CHRRX has a lower initial minimum investment than VTSAX: CHRRX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 17.24 vs. CHRRX (11.61). VTSAX return over 5 years is better than : 92.70 vs. CHRRX (38.94).
CHRRXVTSAXCHRRX / VTSAX
Total Expense Ratio1.260.043,150%
Annual Report Gross Expense Ratio1.260.043,150%
Fund Existence23 years25 years-
Gain YTD8.9707.814115%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B1.91T0%
Annual Yield % from dividends0.261.2121%
Returns for 1 year11.6117.2467%
Returns for 3 years40.2759.9267%
Returns for 5 years38.9492.7042%
Returns for 10 years3.23200.312%
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