CHRRX
Price
$22.62
Change
+$0.10 (+0.44%)
Updated
Dec 3 closing price
Net Assets
3.74B
VSMPX
Price
$307.36
Change
+$1.29 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
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CHRRX vs VSMPX

Header iconCHRRX vs VSMPX Comparison
Open Charts CHRRX vs VSMPXBanner chart's image
Invesco Charter R
Price$22.62
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets3.74B
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
CHRRX vs VSMPX Comparison Chart in %
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VS
CHRRX vs. VSMPX commentary
Dec 04, 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 CHRRX is a Buy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. CHRRX (3.74B). VSMPX pays higher dividends than CHRRX: VSMPX (1.12) vs CHRRX (0.24). CHRRX was incepted earlier than VSMPX: CHRRX (24 years) vs VSMPX (11 years). CHRRX (1.26) is less costly to investors than VSMPX (0.02). CHRRX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). CHRRX has a lower initial minimum investment than VSMPX: CHRRX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.45 vs. CHRRX (4.16). VSMPX return over 5 years is better than : 77.28 vs. CHRRX (29.86).
CHRRXVSMPXCHRRX / VSMPX
Total Expense Ratio1.260.026,300%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence24 years11 years-
Gain YTD15.12015.52197%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B2.05T0%
Annual Yield % from dividends0.241.1221%
Returns for 1 year4.1611.4536%
Returns for 3 years42.3264.4966%
Returns for 5 years29.8677.2839%
Returns for 10 years15.45213.447%
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