CHRSX
Price
$20.19
Change
-$0.25 (-1.22%)
Updated
Jun 13 closing price
Net Assets
3.46B
VTSMX
Price
$142.86
Change
-$1.69 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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CHRSX vs VTSMX

Header iconCHRSX vs VTSMX Comparison
Open Charts CHRSX vs VTSMXBanner chart's image
Invesco Charter S
Price$20.19
Change-$0.25 (-1.22%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CHRSX vs VTSMX Comparison Chart
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CHRSX vs. VTSMX commentary
Jun 14, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CHRSX (3.46B). VTSMX pays higher dividends than CHRSX: VTSMX (1.18) vs CHRSX (0.59). CHRSX was incepted earlier than VTSMX: CHRSX (16 years) vs VTSMX (33 years). CHRSX (0.91) is less costly to investors than VTSMX (0.14). CHRSX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). CHRSX has a lower initial minimum investment than VTSMX: CHRSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.36 vs. CHRSX (5.70). VTSMX return over 5 years is better than : 93.63 vs. CHRSX (41.76).
CHRSXVTSMXCHRSX / VTSMX
Total Expense Ratio0.910.14650%
Annual Report Gross Expense Ratio0.910.14650%
Fund Existence16 years33 years-
Gain YTD3.4412.548135%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.46B1.82T0%
Annual Yield % from dividends0.591.1850%
Returns for 1 year5.7011.3650%
Returns for 3 years40.3059.4668%
Returns for 5 years41.7693.6345%
Returns for 10 years-0.11182.22-0%
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