CHRSX
Price
$21.31
Change
-$0.06 (-0.28%)
Updated
Jul 11 closing price
Net Assets
3.59B
VSMPX
Price
$280.44
Change
-$1.17 (-0.42%)
Updated
Jul 11 closing price
Net Assets
1.91T
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CHRSX vs VSMPX

Header iconCHRSX vs VSMPX Comparison
Open Charts CHRSX vs VSMPXBanner chart's image
Invesco Charter S
Price$21.31
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets3.59B
Vanguard Total Stock Mkt Idx Instl Pls
Price$280.44
Change-$1.17 (-0.42%)
VolumeN/A
Net Assets1.91T
CHRSX vs VSMPX Comparison Chart in %
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VS
CHRSX vs. VSMPX commentary
Jul 13, 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: 1.91T vs. CHRSX (3.59B). VSMPX pays higher dividends than CHRSX: VSMPX (1.22) vs CHRSX (0.56). 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 : 12.71 vs. CHRSX (7.31). VSMPX return over 5 years is better than : 92.39 vs. CHRSX (41.69).
CHRSXVSMPXCHRSX / VSMPX
Total Expense Ratio0.910.024,550%
Annual Report Gross Expense Ratio0.910.024,550%
Fund Existence16 years10 years-
Gain YTD8.1486.486126%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B1.91T0%
Annual Yield % from dividends0.561.2246%
Returns for 1 year7.3112.7157%
Returns for 3 years43.6862.3970%
Returns for 5 years41.6992.3945%
Returns for 10 years4.53183.862%
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