CHRRX
Price
$21.32
Change
-$0.12 (-0.56%)
Updated
Aug 19 closing price
Net Assets
3.61B
VSMPX
Price
$287.36
Change
-$1.75 (-0.61%)
Updated
Aug 19 closing price
Net Assets
1.91T
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CHRRX vs VSMPX

Header iconCHRRX vs VSMPX Comparison
Open Charts CHRRX vs VSMPXBanner chart's image
Invesco Charter R
Price$21.32
Change-$0.12 (-0.56%)
VolumeN/A
Net Assets3.61B
Vanguard Total Stock Mkt Idx Instl Pls
Price$287.36
Change-$1.75 (-0.61%)
VolumeN/A
Net Assets1.91T
CHRRX vs VSMPX Comparison Chart in %
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VS
CHRRX vs. VSMPX commentary
Aug 20, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CHRRX (3.61B). VSMPX pays higher dividends than CHRRX: VSMPX (1.20) vs CHRRX (0.25). CHRRX was incepted earlier than VSMPX: CHRRX (23 years) vs VSMPX (10 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 : 16.02 vs. CHRRX (9.57). VSMPX return over 5 years is better than : 85.65 vs. CHRRX (32.67).
CHRRXVSMPXCHRRX / VSMPX
Total Expense Ratio1.260.026,300%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence23 years10 years-
Gain YTD9.8929.322106%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.61B1.91T0%
Annual Yield % from dividends0.251.2021%
Returns for 1 year9.5716.0260%
Returns for 3 years31.0849.9762%
Returns for 5 years32.6785.6538%
Returns for 10 years10.82211.955%
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