CHRSX
Price
$20.23
Change
+$0.19 (+0.95%)
Updated
Dec 24 closing price
FXAIX
Price
$209.63
Change
+$2.29 (+1.10%)
Updated
Dec 24 closing price
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CHRSX vs FXAIX

Header iconCHRSX vs FXAIX Comparison
Open Charts CHRSX vs FXAIXBanner chart's image
Invesco Charter S
Price$20.23
Change+$0.19 (+0.95%)
VolumeN/A
CapitalizationN/A
Fidelity 500 Index
Price$209.63
Change+$2.29 (+1.10%)
VolumeN/A
CapitalizationN/A
CHRSX vs FXAIX Comparison Chart
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CHRSX vs. FXAIX commentary
Dec 25, 2024

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 CHRSX is a Buy and FXAIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. CHRSX (3.53B). FXAIX pays higher dividends than CHRSX: FXAIX (1.31) vs CHRSX (0.40). CHRSX was incepted earlier than FXAIX: CHRSX (15 years) vs FXAIX (14 years). CHRSX is a more actively managed with annual turnover of: 84.00 vs. FXAIX (3.00). CHRSX (0) and FXAIX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 28.79 vs. CHRSX (20.33). FXAIX return over 5 years is better than : 101.69 vs. CHRSX (29.60).
CHRSXFXAIXCHRSX / FXAIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years14 years-
Gain YTD19.83128.34570%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets3.53B632B1%
Annual Yield % from dividends0.401.3130%
Returns for 1 year20.3328.7971%
Returns for 3 years7.7333.8523%
Returns for 5 years29.60101.6929%
Returns for 10 years0.02214.570%
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