CHRSX
Price
$21.75
Change
-$0.04 (-0.18%)
Updated
Aug 15 closing price
Net Assets
3.63B
VTSMX
Price
$154.00
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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CHRSX vs VTSMX

Header iconCHRSX vs VTSMX Comparison
Open Charts CHRSX vs VTSMXBanner chart's image
Invesco Charter S
Price$21.75
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets3.63B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
CHRSX vs VTSMX Comparison Chart in %
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CHRSX vs. VTSMX commentary
Aug 18, 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 CHRSX is a Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CHRSX (3.63B). VTSMX pays higher dividends than CHRSX: VTSMX (1.09) vs CHRSX (0.55). CHRSX was incepted earlier than VTSMX: CHRSX (16 years) vs VTSMX (33 years). CHRSX (0.91) is less costly to investors than VTSMX (0.14). CHRSX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). CHRSX has a lower initial minimum investment than VTSMX: CHRSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. CHRSX (10.10). VTSMX return over 5 years is better than : 85.82 vs. CHRSX (35.02).
CHRSXVTSMXCHRSX / VTSMX
Total Expense Ratio0.910.14650%
Annual Report Gross Expense Ratio0.910.14650%
Fund Existence16 years33 years-
Gain YTD10.0719.266109%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B1.91T0%
Annual Yield % from dividends0.551.0950%
Returns for 1 year10.1016.2162%
Returns for 3 years30.7246.8066%
Returns for 5 years35.0285.8241%
Returns for 10 years8.20202.544%
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