CHRRX
Price
$22.24
Change
+$0.20 (+0.91%)
Updated
Oct 20 closing price
Net Assets
3.69B
VTSMX
Price
$161.05
Change
+$1.80 (+1.13%)
Updated
Oct 20 closing price
Net Assets
2.02T
Interact to see
Advertisement

CHRRX vs VTSMX

Header iconCHRRX vs VTSMX Comparison
Open Charts CHRRX vs VTSMXBanner chart's image
Invesco Charter R
Price$22.24
Change+$0.20 (+0.91%)
VolumeN/A
Net Assets3.69B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
CHRRX vs VTSMX Comparison Chart in %
View a ticker or compare two or three
VS
CHRRX vs. VTSMX commentary
Oct 21, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CHRRX (3.69B). VTSMX pays higher dividends than CHRRX: VTSMX (1.04) vs CHRRX (0.24). CHRRX was incepted earlier than VTSMX: CHRRX (23 years) vs VTSMX (34 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 : 13.37 vs. CHRRX (5.89). VTSMX return over 5 years is better than : 87.64 vs. CHRRX (34.82).
CHRRXVTSMXCHRRX / VTSMX
Total Expense Ratio1.260.14900%
Annual Report Gross Expense Ratio1.260.14900%
Fund Existence23 years34 years-
Gain YTD12.96813.012100%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B2.02T0%
Annual Yield % from dividends0.241.0423%
Returns for 1 year5.8913.3744%
Returns for 3 years51.9874.9769%
Returns for 5 years34.8287.6440%
Returns for 10 years12.78219.386%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYCTX310.12N/A
N/A
Rydex S&P 500 2x Strategy C
DDFRX19.79N/A
N/A
Invesco Diversified Dividend R
RSDFX41.34N/A
N/A
Columbia Dividend Opportunity Inst2
JRGRX27.91N/A
N/A
JHancock Regional Bank R6
WCFOX13.10N/A
N/A
WCM Focused International Opps Inv