CHRSX
Price
$22.39
Change
+$0.10 (+0.45%)
Updated
Oct 17 closing price
Net Assets
3.69B
VTSMX
Price
$159.25
Change
+$0.69 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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CHRSX vs VTSMX

Header iconCHRSX vs VTSMX Comparison
Open Charts CHRSX vs VTSMXBanner chart's image
Invesco Charter S
Price$22.39
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets3.69B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
CHRSX vs VTSMX Comparison Chart in %
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CHRSX vs. VTSMX commentary
Oct 19, 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 Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CHRSX (3.69B). VTSMX pays higher dividends than CHRSX: VTSMX (1.04) vs CHRSX (0.53). CHRSX was incepted earlier than VTSMX: CHRSX (16 years) vs VTSMX (34 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 : 13.79 vs. CHRSX (6.73). VTSMX return over 5 years is better than : 84.86 vs. CHRSX (34.83).
CHRSXVTSMXCHRSX / VTSMX
Total Expense Ratio0.910.14650%
Annual Report Gross Expense Ratio0.910.14650%
Fund Existence16 years34 years-
Gain YTD13.31013.012102%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B2.02T0%
Annual Yield % from dividends0.531.0451%
Returns for 1 year6.7313.7949%
Returns for 3 years54.5276.0272%
Returns for 5 years34.8384.8641%
Returns for 10 years17.31225.108%
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