CHTCX
Price
$19.46
Change
+$0.03 (+0.15%)
Updated
Sep 29 closing price
Net Assets
3.7B
VSTSX
Price
$314.60
Change
+$1.08 (+0.34%)
Updated
Sep 30 closing price
Net Assets
1.95T
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CHTCX vs VSTSX

Header iconCHTCX vs VSTSX Comparison
Open Charts CHTCX vs VSTSXBanner chart's image
Invesco Charter C
Price$19.46
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets3.7B
Vanguard Total Stock Mkt Idx Instl Sel
Price$314.60
Change+$1.08 (+0.34%)
VolumeN/A
Net Assets1.95T
CHTCX vs VSTSX Comparison Chart in %
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CHTCX vs. VSTSX commentary
Oct 01, 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 Buy and VSTSX is a Hold.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. CHTCX (3.7B). VSTSX pays higher dividends than CHTCX: VSTSX (1.17) vs CHTCX (0.00). CHTCX was incepted earlier than VSTSX: CHTCX (28 years) vs VSTSX (9 years). CHTCX (1.76) is less costly to investors than VSTSX (0.01). CHTCX is a more actively managed with annual turnover of: 37.00 vs. VSTSX (2.00). CHTCX has a lower initial minimum investment than VSTSX: CHTCX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 16.07 vs. CHTCX (7.53). VSTSX return over 5 years is better than : 92.86 vs. CHTCX (29.53).
CHTCXVSTSXCHTCX / VSTSX
Total Expense Ratio1.760.0117,600%
Annual Report Gross Expense Ratio1.760.0117,600%
Fund Existence28 years9 years-
Gain YTD12.50712.98896%
Front LoadN/AN/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.7B1.95T0%
Annual Yield % from dividends0.001.17-
Returns for 1 year7.5316.0747%
Returns for 3 years52.6383.0063%
Returns for 5 years29.5392.8632%
Returns for 10 years4.94N/A-
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