CHRRX
Price
$21.35
Change
+$0.09 (+0.42%)
Updated
Jul 25 closing price
Net Assets
3.64B
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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CHRRX vs VTSMX

Header iconCHRRX vs VTSMX Comparison
Open Charts CHRRX vs VTSMXBanner chart's image
Invesco Charter R
Price$21.35
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets3.64B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CHRRX vs VTSMX Comparison Chart in %
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CHRRX vs. VTSMX commentary
Jul 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CHRRX (3.64B). VTSMX pays higher dividends than CHRRX: VTSMX (1.12) vs CHRRX (0.26). CHRRX was incepted earlier than VTSMX: CHRRX (23 years) vs VTSMX (33 years). CHRRX (1.26) is less costly to investors than VTSMX (0.14). CHRRX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). CHRRX has a lower initial minimum investment than VTSMX: CHRRX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. CHRRX (12.08). VTSMX return over 5 years is better than : 93.51 vs. CHRRX (39.53).
CHRRXVTSMXCHRRX / VTSMX
Total Expense Ratio1.260.14900%
Annual Report Gross Expense Ratio1.260.14900%
Fund Existence23 years33 years-
Gain YTD9.4318.287114%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B1.91T0%
Annual Yield % from dividends0.261.1223%
Returns for 1 year12.0817.7568%
Returns for 3 years40.8660.6067%
Returns for 5 years39.5393.5142%
Returns for 10 years3.67200.972%
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