CHRRX
Price
$21.90
Change
+$0.11 (+0.50%)
Updated
Nov 19 closing price
Net Assets
3.62B
VTSAX
Price
$158.32
Change
+$0.52 (+0.33%)
Updated
Nov 19 closing price
Net Assets
2.05T
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CHRRX vs VTSAX

Header iconCHRRX vs VTSAX Comparison
Open Charts CHRRX vs VTSAXBanner chart's image
Invesco Charter R
Price$21.90
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets3.62B
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
CHRRX vs VTSAX Comparison Chart in %
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CHRRX vs. VTSAX commentary
Nov 20, 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 Hold and VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. CHRRX (3.62B). VTSAX pays higher dividends than CHRRX: VTSAX (1.11) vs CHRRX (0.24). 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 : 10.80 vs. CHRRX (3.77). VTSAX return over 5 years is better than : 77.64 vs. CHRRX (29.81).
CHRRXVTSAXCHRRX / VTSAX
Total Expense Ratio1.260.043,150%
Annual Report Gross Expense Ratio1.260.043,150%
Fund Existence23 years25 years-
Gain YTD12.25011.966102%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B2.05T0%
Annual Yield % from dividends0.241.1122%
Returns for 1 year3.7710.8035%
Returns for 3 years43.2863.8868%
Returns for 5 years29.8177.6438%
Returns for 10 years12.18214.456%
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