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CHRRX vs VTSMX
CHRRX vs VTSMX Comparison
Open Charts CHRRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$134.10
Change-$3.82 (-2.77%)
VolumeN/A
Net Assets1.81T
CHRRX vs VTSMX Comparison Chart
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CHRRX vs. VTSMX commentary
Mar 11, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. CHRRX (3.37B). VTSMX pays higher dividends than CHRRX: VTSMX (1.15) vs CHRRX (0.27). CHRRX was incepted earlier than VTSMX: CHRRX (23 years) vs VTSMX (33 years). CHRRX (1.26) is less costly to investors than VTSMX (0.14). CHRRX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). CHRRX has a lower initial minimum investment than VTSMX: CHRRX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.51 vs. CHRRX (5.29). VTSMX return over 5 years is better than : 106.13 vs. CHRRX (44.13).
| CHRRX | VTSMX | CHRRX / VTSMX | |
| Total Expense Ratio | 1.26 | 0.14 | 900% |
| Annual Report Gross Expense Ratio | 1.26 | 0.14 | 900% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -2.204 | -2.184 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.37B | 1.81T | 0% |
| Annual Yield % from dividends | 0.27 | 1.15 | 23% |
| Returns for 1 year | 5.29 | 11.51 | 46% |
| Returns for 3 years | 13.96 | 34.12 | 41% |
| Returns for 5 years | 44.13 | 106.13 | 42% |
| Returns for 10 years | -5.48 | 175.05 | -3% |
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