CHRSX
Price
$20.23
Change
-$0.40 (-1.94%)
Updated
Feb 21 closing price
Net Assets
3.54B
VTSAX
Price
$144.03
Change
-$2.73 (-1.86%)
Updated
Feb 21 closing price
Net Assets
1.84T
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CHRSX vs VTSAX

Header iconCHRSX vs VTSAX Comparison
Open Charts CHRSX vs VTSAXBanner chart's image
Invesco Charter S
Price$20.23
Change-$0.40 (-1.94%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
CHRSX vs VTSAX Comparison Chart
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CHRSX vs. VTSAX commentary
Feb 23, 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 StrongBuy and VTSAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. CHRSX (3.54B). VTSAX pays higher dividends than CHRSX: VTSAX (1.35) vs CHRSX (0.40). CHRSX was incepted earlier than VTSAX: CHRSX (15 years) vs VTSAX (24 years). CHRSX is a more actively managed with annual turnover of: 84.00 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 : 17.60 vs. CHRSX (11.43). VTSAX return over 5 years is better than : 74.84 vs. CHRSX (25.28).
CHRSXVTSAXCHRSX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years24 years-
Gain YTD2.3792.127112%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.54B1.84T0%
Annual Yield % from dividends0.401.3529%
Returns for 1 year11.4317.6065%
Returns for 3 years18.3036.7950%
Returns for 5 years25.2874.8434%
Returns for 10 years-0.54180.79-0%
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