CHRSX
Price
$21.79
Change
+$0.05 (+0.23%)
Updated
Aug 14 closing price
Net Assets
3.64B
VTSMX
Price
$154.41
Change
-$0.16 (-0.10%)
Updated
Aug 14 closing price
Net Assets
1.91T
Interact to see
Advertisement

CHRSX vs VTSMX

Header iconCHRSX vs VTSMX Comparison
Open Charts CHRSX vs VTSMXBanner chart's image
Invesco Charter S
Price$21.79
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets3.64B
Vanguard Total Stock Mkt Idx I
Price$154.41
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
CHRSX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CHRSX vs. VTSMX commentary
Aug 15, 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 VTSMX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CHRSX (3.64B). VTSMX pays higher dividends than CHRSX: VTSMX (1.09) vs CHRSX (0.55). 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 : 18.62 vs. CHRSX (11.85). VTSMX return over 5 years is better than : 86.51 vs. CHRSX (34.96).
CHRSXVTSMXCHRSX / VTSMX
Total Expense Ratio0.910.14650%
Annual Report Gross Expense Ratio0.910.14650%
Fund Existence16 years33 years-
Gain YTD10.0209.671104%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B1.91T0%
Annual Yield % from dividends0.551.0950%
Returns for 1 year11.8518.6264%
Returns for 3 years30.8147.5965%
Returns for 5 years34.9686.5140%
Returns for 10 years7.59202.684%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PGBHX51.45N/A
N/A
Principal Blue Chip R6
MKDCX27.46N/A
N/A
BlackRock Emerging Mkts K
PCVAX11.87N/A
N/A
Virtus NFJ Small-Cap Value A
LOGBX37.02N/A
N/A
Scharf Multi-Asset Opportunity Retail
BEMRX11.03N/A
N/A
Brandes Emerging Markets Value R6