CHRRX
Price
$18.92
Change
+$0.07 (+0.37%)
Updated
May 8 closing price
Net Assets
3.27B
VTSMX
Price
$135.37
Change
+$0.98 (+0.73%)
Updated
May 8 closing price
Net Assets
1.72T
Ad is loading...

CHRRX vs VTSMX

Header iconCHRRX vs VTSMX Comparison
Open Charts CHRRX vs VTSMXBanner chart's image
Invesco Charter R
Price$18.92
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets3.27B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
CHRRX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CHRRX vs. VTSMX commentary
May 09, 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 VTSMX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CHRRX (3.27B). VTSMX pays higher dividends than CHRRX: VTSMX (1.26) vs CHRRX (0.29). 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 : 7.85 vs. CHRRX (2.33). VTSMX return over 5 years is better than : 87.92 vs. CHRRX (35.04).
CHRRXVTSMXCHRRX / VTSMX
Total Expense Ratio1.260.14900%
Annual Report Gross Expense Ratio1.260.14900%
Fund Existence23 years33 years-
Gain YTD-3.383-4.66073%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.27B1.72T0%
Annual Yield % from dividends0.291.2623%
Returns for 1 year2.337.8530%
Returns for 3 years22.6839.3758%
Returns for 5 years35.0487.9240%
Returns for 10 years-9.37162.78-6%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
HIHO1.800.17
+10.31%
Highway Holdings Limited
HAIN1.540.09
+6.21%
Hain Celestial Group
BOOT118.846.73
+6.00%
Boot Barn Holdings
HITI2.390.02
+0.84%
High Tide
BG76.270.37
+0.49%
Bunge Global SA