CHRSX
Price
$19.18
Change
+$0.06 (+0.31%)
Updated
May 8 closing price
Net Assets
3.27B
VTSAX
Price
$135.40
Change
+$0.98 (+0.73%)
Updated
May 8 closing price
Net Assets
1.72T
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CHRSX vs VTSAX

Header iconCHRSX vs VTSAX Comparison
Open Charts CHRSX vs VTSAXBanner chart's image
Invesco Charter S
Price$19.18
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets3.27B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
CHRSX vs VTSAX Comparison Chart
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CHRSX vs. VTSAX commentary
May 09, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. CHRSX (3.27B). VTSAX pays higher dividends than CHRSX: VTSAX (1.36) vs CHRSX (0.63). CHRSX was incepted earlier than VTSAX: CHRSX (16 years) vs VTSAX (25 years). CHRSX (0.91) is less costly to investors than VTSAX (0.04). CHRSX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). CHRSX has a lower initial minimum investment than VTSAX: CHRSX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.85 vs. CHRSX (2.41). VTSAX return over 5 years is better than : 87.93 vs. CHRSX (36.35).
CHRSXVTSAXCHRSX / VTSAX
Total Expense Ratio0.910.042,275%
Annual Report Gross Expense Ratio0.910.042,275%
Fund Existence16 years25 years-
Gain YTD-3.745-4.65780%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.27B1.72T0%
Annual Yield % from dividends0.631.3646%
Returns for 1 year2.417.8531%
Returns for 3 years19.4539.3949%
Returns for 5 years36.3587.9341%
Returns for 10 years-7.05163.37-4%
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