CHRRX
Price
$19.90
Change
-$0.25 (-1.24%)
Updated
Jun 13 closing price
Net Assets
3.42B
VSMPX
Price
$268.13
Change
-$3.17 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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CHRRX vs VSMPX

Header iconCHRRX vs VSMPX Comparison
Open Charts CHRRX vs VSMPXBanner chart's image
Invesco Charter R
Price$19.90
Change-$0.25 (-1.24%)
VolumeN/A
Net Assets3.42B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
CHRRX vs VSMPX Comparison Chart
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VS
CHRRX vs. VSMPX commentary
Jun 16, 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: 1.82T vs. CHRRX (3.42B). VSMPX pays higher dividends than CHRRX: VSMPX (1.29) vs CHRRX (0.27). 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 : 10.08 vs. CHRRX (3.92). VSMPX return over 5 years is better than : 91.46 vs. CHRRX (37.98).
CHRRXVSMPXCHRRX / VSMPX
Total Expense Ratio1.260.026,300%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence23 years10 years-
Gain YTD1.9991.374145%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.42B1.82T0%
Annual Yield % from dividends0.271.2921%
Returns for 1 year3.9210.0839%
Returns for 3 years36.8557.6664%
Returns for 5 years37.9891.4642%
Returns for 10 years-4.46170.67-3%
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