CHRRX
Price
$22.04
Change
+$0.10 (+0.46%)
Updated
Oct 17 closing price
Net Assets
3.69B
VTSAX
Price
$159.29
Change
+$0.70 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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CHRRX vs VTSAX

Header iconCHRRX vs VTSAX Comparison
Open Charts CHRRX vs VTSAXBanner chart's image
Invesco Charter R
Price$22.04
Change+$0.10 (+0.46%)
VolumeN/A
Net Assets3.69B
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
CHRRX vs VTSAX Comparison Chart in %
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CHRRX vs. VTSAX commentary
Oct 19, 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 Hold and VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. CHRRX (3.69B). VTSAX pays higher dividends than CHRRX: VTSAX (1.13) vs CHRRX (0.24). CHRRX was incepted earlier than VTSAX: CHRRX (23 years) vs VTSAX (25 years). CHRRX (1.26) is less costly to investors than VTSAX (0.04). CHRRX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). CHRRX has a lower initial minimum investment than VTSAX: CHRRX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. CHRRX (6.24). VTSAX return over 5 years is better than : 84.90 vs. CHRRX (32.89).
CHRRXVTSAXCHRRX / VTSAX
Total Expense Ratio1.260.043,150%
Annual Report Gross Expense Ratio1.260.043,150%
Fund Existence23 years25 years-
Gain YTD12.96813.023100%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B2.02T0%
Annual Yield % from dividends0.241.1321%
Returns for 1 year6.2413.8145%
Returns for 3 years52.6076.0869%
Returns for 5 years32.8984.9039%
Returns for 10 years13.58225.856%
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