CHRSX
Price
$19.18
Change
+$0.06 (+0.31%)
Updated
May 8 closing price
Net Assets
3.27B
VTSMX
Price
$135.37
Change
+$0.98 (+0.73%)
Updated
May 8 closing price
Net Assets
1.72T
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CHRSX vs VTSMX

Header iconCHRSX vs VTSMX Comparison
Open Charts CHRSX vs VTSMXBanner chart's image
Invesco Charter S
Price$19.18
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets3.27B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
CHRSX vs VTSMX Comparison Chart
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VS
CHRSX vs. VTSMX commentary
May 09, 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: 1.72T vs. CHRSX (3.27B). VTSMX pays higher dividends than CHRSX: VTSMX (1.26) vs CHRSX (0.63). 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 : 7.85 vs. CHRSX (2.84). VTSMX return over 5 years is better than : 87.92 vs. CHRSX (37.07).
CHRSXVTSMXCHRSX / VTSMX
Total Expense Ratio0.910.14650%
Annual Report Gross Expense Ratio0.910.14650%
Fund Existence16 years33 years-
Gain YTD-3.239-4.66070%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.27B1.72T0%
Annual Yield % from dividends0.631.2650%
Returns for 1 year2.847.8536%
Returns for 3 years24.2139.3761%
Returns for 5 years37.0787.9242%
Returns for 10 years-6.39162.78-4%
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