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CHRRX vs VTSMX
CHRRX vs VTSMX Comparison
Open Charts CHRRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
CHRRX vs VTSMX Comparison Chart
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CHRRX vs. VTSMX commentary
Apr 18, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. CHRRX (3.07B). VTSMX pays higher dividends than CHRRX: VTSMX (1.25) 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 : 4.35 vs. CHRRX (-0.69). VTSMX return over 5 years is better than : 80.93 vs. CHRRX (27.15).
| 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 | -9.739 | -10.853 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.07B | 1.7T | 0% |
| Annual Yield % from dividends | 0.29 | 1.25 | 23% |
| Returns for 1 year | -0.69 | 4.35 | -16% |
| Returns for 3 years | 2.51 | 17.53 | 14% |
| Returns for 5 years | 27.15 | 80.93 | 34% |
| Returns for 10 years | -14.93 | 145.67 | -10% |