CHRSX
Price
$19.70
Change
-$0.01 (-0.05%)
Updated
May 22 closing price
Net Assets
3.35B
VSMPX
Price
$261.91
Change
-$0.03 (-0.01%)
Updated
May 22 closing price
Net Assets
1.72T
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CHRSX vs VSMPX

Header iconCHRSX vs VSMPX Comparison
Open Charts CHRSX vs VSMPXBanner chart's image
Invesco Charter S
Price$19.70
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
CHRSX vs VSMPX Comparison Chart
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CHRSX vs. VSMPX commentary
May 24, 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 CHRSX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. CHRSX (3.35B). VSMPX pays higher dividends than CHRSX: VSMPX (1.37) vs CHRSX (0.63). CHRSX was incepted earlier than VSMPX: CHRSX (16 years) vs VSMPX (10 years). CHRSX (0.91) is less costly to investors than VSMPX (0.02). CHRSX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). CHRSX has a lower initial minimum investment than VSMPX: CHRSX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 9.52 vs. CHRSX (3.74). VSMPX return over 5 years is better than : 92.99 vs. CHRSX (40.22).
CHRSXVSMPXCHRSX / VSMPX
Total Expense Ratio0.910.024,550%
Annual Report Gross Expense Ratio0.910.024,550%
Fund Existence16 years10 years-
Gain YTD-0.253-0.96626%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.35B1.72T0%
Annual Yield % from dividends0.631.3746%
Returns for 1 year3.749.5239%
Returns for 3 years28.6244.8264%
Returns for 5 years40.2292.9943%
Returns for 10 years-4.43161.82-3%
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