CHTCX
Price
$18.58
Change
+$0.18 (+0.98%)
Updated
Jul 3 closing price
Net Assets
3.59B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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CHTCX vs VTSAX

Header iconCHTCX vs VTSAX Comparison
Open Charts CHTCX vs VTSAXBanner chart's image
Invesco Charter C
Price$18.58
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets3.59B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CHTCX vs VTSAX Comparison Chart in %
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CHTCX vs. VTSAX commentary
Jul 05, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CHTCX (3.59B). VTSAX pays higher dividends than CHTCX: VTSAX (1.21) vs CHTCX (0.00). CHTCX was incepted earlier than VTSAX: CHTCX (28 years) vs VTSAX (25 years). CHTCX (1.76) is less costly to investors than VTSAX (0.04). CHTCX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). CHTCX has a lower initial minimum investment than VTSAX: CHTCX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. CHTCX (6.54). VTSAX return over 5 years is better than : 95.62 vs. CHTCX (33.67).
CHTCXVTSAXCHTCX / VTSAX
Total Expense Ratio1.760.044,400%
Annual Report Gross Expense Ratio1.760.044,400%
Fund Existence28 years25 years-
Gain YTD7.5856.416118%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B1.82T0%
Annual Yield % from dividends0.001.21-
Returns for 1 year6.5413.8947%
Returns for 3 years36.2262.1258%
Returns for 5 years33.6795.6235%
Returns for 10 years-7.58198.69-4%
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