CHRRX
Price
$21.03
Change
+$0.20 (+0.96%)
Updated
Jul 3 closing price
Net Assets
3.59B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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CHRRX vs VTSMX

Header iconCHRRX vs VTSMX Comparison
Open Charts CHRRX vs VTSMXBanner chart's image
Invesco Charter R
Price$21.03
Change+$0.20 (+0.96%)
VolumeN/A
Net Assets3.59B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CHRRX vs VTSMX Comparison Chart in %
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CHRRX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CHRRX (3.59B). VTSMX pays higher dividends than CHRRX: VTSMX (1.12) vs CHRRX (0.26). 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 : 13.89 vs. CHRRX (7.91). VTSMX return over 5 years is better than : 95.59 vs. CHRRX (41.83).
CHRRXVTSMXCHRRX / VTSMX
Total Expense Ratio1.260.14900%
Annual Report Gross Expense Ratio1.260.14900%
Fund Existence23 years33 years-
Gain YTD7.7916.421121%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B1.82T0%
Annual Yield % from dividends0.261.1223%
Returns for 1 year7.9113.8957%
Returns for 3 years40.7862.0866%
Returns for 5 years41.8395.5944%
Returns for 10 years3.04198.052%
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