CHRRX
Price
$22.03
Change
+$0.11 (+0.50%)
Updated
Sep 26 closing price
Net Assets
3.68B
VTSAX
Price
$159.25
Change
+$1.00 (+0.63%)
Updated
Sep 26 closing price
Net Assets
1.95T
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CHRRX vs VTSAX

Header iconCHRRX vs VTSAX Comparison
Open Charts CHRRX vs VTSAXBanner chart's image
Invesco Charter R
Price$22.03
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets3.68B
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
CHRRX vs VTSAX Comparison Chart in %
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CHRRX vs. VTSAX commentary
Sep 28, 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 Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. CHRRX (3.68B). VTSAX pays higher dividends than CHRRX: VTSAX (1.16) vs CHRRX (0.25). 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 : 15.64 vs. CHRRX (8.76). VTSAX return over 5 years is better than : 96.61 vs. CHRRX (40.00).
CHRRXVTSAXCHRRX / VTSAX
Total Expense Ratio1.260.043,150%
Annual Report Gross Expense Ratio1.260.043,150%
Fund Existence23 years25 years-
Gain YTD12.91612.971100%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B1.95T0%
Annual Yield % from dividends0.251.1622%
Returns for 1 year8.7615.6456%
Returns for 3 years56.0780.3370%
Returns for 5 years40.0096.6141%
Returns for 10 years21.32250.829%
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