CHRSX
Price
$20.23
Change
+$0.19 (+0.95%)
Updated
Dec 24 closing price
VTSMX
Price
$144.64
Change
+$1.55 (+1.08%)
Updated
Dec 24 closing price
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CHRSX vs VTSMX

Header iconCHRSX vs VTSMX Comparison
Open Charts CHRSX vs VTSMXBanner chart's image
Invesco Charter S
Price$20.23
Change+$0.19 (+0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.64
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
CHRSX vs VTSMX Comparison Chart
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VS
CHRSX vs. VTSMX commentary
Dec 25, 2024

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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. CHRSX (3.53B). VTSMX pays higher dividends than CHRSX: VTSMX (1.26) vs CHRSX (0.40). CHRSX was incepted earlier than VTSMX: CHRSX (15 years) vs VTSMX (33 years). CHRSX is a more actively managed with annual turnover of: 84.00 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 : 25.71 vs. CHRSX (20.33). VTSMX return over 5 years is better than : 81.67 vs. CHRSX (29.60).
CHRSXVTSMXCHRSX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years33 years-
Gain YTD19.83125.35578%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.53B1.84T0%
Annual Yield % from dividends0.401.2631%
Returns for 1 year20.3325.7179%
Returns for 3 years7.7324.2732%
Returns for 5 years29.6081.6736%
Returns for 10 years0.02186.910%
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