CHRRX
Price
$19.90
Change
-$0.25 (-1.24%)
Updated
Jun 13 closing price
Net Assets
3.42B
VTSAX
Price
$142.91
Change
-$1.69 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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CHRRX vs VTSAX

Header iconCHRRX vs VTSAX Comparison
Open Charts CHRRX vs VTSAXBanner chart's image
Invesco Charter R
Price$19.90
Change-$0.25 (-1.24%)
VolumeN/A
Net Assets3.42B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CHRRX vs VTSAX Comparison Chart
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CHRRX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CHRRX (3.42B). VTSAX pays higher dividends than CHRRX: VTSAX (1.28) vs CHRRX (0.27). 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 : 10.07 vs. CHRRX (3.92). VTSAX return over 5 years is better than : 91.40 vs. CHRRX (37.98).
CHRRXVTSAXCHRRX / VTSAX
Total Expense Ratio1.260.043,150%
Annual Report Gross Expense Ratio1.260.043,150%
Fund Existence23 years25 years-
Gain YTD1.9991.365146%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.42B1.82T0%
Annual Yield % from dividends0.271.2821%
Returns for 1 year3.9210.0739%
Returns for 3 years36.8557.6164%
Returns for 5 years37.9891.4042%
Returns for 10 years-4.46179.53-2%
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