CHRRX
Price
$21.03
Change
+$0.20 (+0.96%)
Updated
Jul 3 closing price
Net Assets
3.59B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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CHRRX vs VTSAX

Header iconCHRRX vs VTSAX Comparison
Open Charts CHRRX vs VTSAXBanner chart's image
Invesco Charter R
Price$21.03
Change+$0.20 (+0.96%)
VolumeN/A
Net Assets3.59B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CHRRX vs VTSAX Comparison Chart in %
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CHRRX vs. VTSAX commentary
Jul 05, 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: 1.82T vs. CHRRX (3.59B). 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 : 13.89 vs. CHRRX (7.91). VTSAX return over 5 years is better than : 95.62 vs. CHRRX (41.83).
CHRRXVTSAXCHRRX / VTSAX
Total Expense Ratio1.260.043,150%
Annual Report Gross Expense Ratio1.260.043,150%
Fund Existence23 years25 years-
Gain YTD7.7916.416121%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B1.82T0%
Annual Yield % from dividends0.261.2121%
Returns for 1 year7.9113.8957%
Returns for 3 years40.7862.1266%
Returns for 5 years41.8395.6244%
Returns for 10 years3.04198.692%
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