CHRSX
Price
$21.31
Change
-$0.06 (-0.28%)
Updated
Jul 11 closing price
Net Assets
3.59B
VTSMX
Price
$149.45
Change
-$0.63 (-0.42%)
Updated
Jul 11 closing price
Net Assets
1.91T
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CHRSX vs VTSMX

Header iconCHRSX vs VTSMX Comparison
Open Charts CHRSX vs VTSMXBanner chart's image
Invesco Charter S
Price$21.31
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets3.59B
Vanguard Total Stock Mkt Idx I
Price$149.45
Change-$0.63 (-0.42%)
VolumeN/A
Net Assets1.91T
CHRSX vs VTSMX Comparison Chart in %
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CHRSX vs. VTSMX commentary
Jul 13, 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: 1.91T vs. CHRSX (3.59B). VTSMX pays higher dividends than CHRSX: VTSMX (1.12) vs CHRSX (0.56). 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 : 12.70 vs. CHRSX (7.31). VTSMX return over 5 years is better than : 92.31 vs. CHRSX (41.69).
CHRSXVTSMXCHRSX / VTSMX
Total Expense Ratio0.910.14650%
Annual Report Gross Expense Ratio0.910.14650%
Fund Existence16 years33 years-
Gain YTD8.1486.485126%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B1.91T0%
Annual Yield % from dividends0.561.1250%
Returns for 1 year7.3112.7058%
Returns for 3 years43.6862.3270%
Returns for 5 years41.6992.3145%
Returns for 10 years4.53192.562%
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