CHTCX
Price
$17.66
Change
-$0.35 (-1.94%)
Updated
Feb 21 closing price
Net Assets
3.54B
VFINX
Price
$555.87
Change
-$9.63 (-1.70%)
Updated
Feb 21 closing price
Net Assets
1.41T
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CHTCX vs VFINX

Header iconCHTCX vs VFINX Comparison
Open Charts CHTCX vs VFINXBanner chart's image
Invesco Charter C
Price$17.66
Change-$0.35 (-1.94%)
VolumeN/A
Net Assets3.54B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
CHTCX vs VFINX Comparison Chart
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CHTCX vs. VFINX commentary
Feb 23, 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 CHTCX is a StrongBuy and VFINX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. CHTCX (3.54B). VFINX pays higher dividends than CHTCX: VFINX (1.24) vs CHTCX (0.00). CHTCX was incepted earlier than VFINX: CHTCX (28 years) vs VFINX (49 years). CHTCX is a more actively managed with annual turnover of: 84.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CHTCX: VFINX (0) vs CHTCX (1000). VFINX annual gain was more profitable for investors over the last year : 18.27 vs. CHTCX (9.49). VFINX return over 5 years is better than : 80.18 vs. CHTCX (16.34).
CHTCXVFINXCHTCX / VFINX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years49 years-
Gain YTD2.2582.40094%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.54B1.41T0%
Annual Yield % from dividends0.001.24-
Returns for 1 year9.4918.2752%
Returns for 3 years12.9939.7833%
Returns for 5 years16.3480.1820%
Returns for 10 years-13.66184.41-7%
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