CHRSX
Price
$21.39
Change
-$1.14 (-5.06%)
Updated
Feb 3 closing price
Net Assets
3.66B
VFIAX
Price
$639.05
Change
+$17.29 (+2.78%)
Updated
Feb 3 closing price
Net Assets
1.47T
Interact to see
Advertisement

CHRSX vs VFIAX

Header iconCHRSX vs VFIAX Comparison
Open Charts CHRSX vs VFIAXBanner chart's image
Invesco Charter S
Price$21.39
Change-$1.14 (-5.06%)
VolumeN/A
Net Assets3.66B
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
CHRSX vs VFIAX Comparison Chart in %
View a ticker or compare two or three
VS
CHRSX vs. VFIAX commentary
Feb 04, 2026

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 CHRSX is a Buy and VFIAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. CHRSX (3.66B). VFIAX pays higher dividends than CHRSX: VFIAX (1.10) vs CHRSX (0.32). CHRSX was incepted earlier than VFIAX: CHRSX (16 years) vs VFIAX (25 years). CHRSX (0.91) is less costly to investors than VFIAX (0.04). CHRSX is a more actively managed with annual turnover of: 36.00 vs. VFIAX (2.00). CHRSX has a lower initial minimum investment than VFIAX: CHRSX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. CHRSX (5.97). VFIAX return over 5 years is better than : 78.94 vs. CHRSX (20.57).
CHRSXVFIAXCHRSX / VFIAX
Total Expense Ratio0.910.042,275%
Annual Report Gross Expense Ratio0.910.042,275%
Fund Existence16 years25 years-
Gain YTD0.1871.14116%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.66B1.48T0%
Annual Yield % from dividends0.321.1029%
Returns for 1 year5.9715.4939%
Returns for 3 years37.0467.5655%
Returns for 5 years20.5778.9426%
Returns for 10 years40.61268.6115%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CSFCX55.360.30
+0.54%
Cohen & Steers Global Realty C
WIFMX3.890.02
+0.52%
Wasatch Frontier Emerg Sm Countrs Instl
JEQSX39.66-0.13
-0.33%
Johnson Equity Income S
GSROX15.72-0.07
-0.44%
Goldman Sachs Small Cap Gr Insghts R
NLSCX18.62-0.11
-0.59%
Neuberger Berman Long Short C