CHTCX
Price
$17.69
Change
+$0.17 (+0.97%)
Updated
Dec 24 closing price
VFIAX
Price
$557.23
Change
+$6.08 (+1.10%)
Updated
Dec 24 closing price
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CHTCX vs VFIAX

Header iconCHTCX vs VFIAX Comparison
Open Charts CHTCX vs VFIAXBanner chart's image
Invesco Charter C
Price$17.69
Change+$0.17 (+0.97%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$557.23
Change+$6.08 (+1.10%)
VolumeN/A
CapitalizationN/A
CHTCX vs VFIAX Comparison Chart
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CHTCX vs. VFIAX commentary
Dec 25, 2024

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 CHTCX is a StrongBuy and VFIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. CHTCX (3.53B). VFIAX pays higher dividends than CHTCX: VFIAX (1.32) vs CHTCX (0.00). CHTCX was incepted earlier than VFIAX: CHTCX (27 years) vs VFIAX (24 years). CHTCX is a more actively managed with annual turnover of: 84.00 vs. VFIAX (2.00). CHTCX has a lower initial minimum investment than VFIAX: CHTCX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 26.15 vs. CHTCX (18.25). VFIAX return over 5 years is better than : 86.09 vs. CHTCX (20.42).
CHTCXVFIAXCHTCX / VFIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years24 years-
Gain YTD17.77625.71269%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.53B1.37T0%
Annual Yield % from dividends0.001.32-
Returns for 1 year18.2526.1570%
Returns for 3 years2.9126.9111%
Returns for 5 years20.4286.0924%
Returns for 10 years-13.13187.42-7%
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