CHTCX
Price
$16.23
Change
+$0.11 (+0.68%)
Updated
Apr 25 closing price
Net Assets
3.2B
VTSAX
Price
$131.81
Change
+$0.88 (+0.67%)
Updated
Apr 25 closing price
Net Assets
1.7T
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CHTCX vs VTSAX

Header iconCHTCX vs VTSAX Comparison
Open Charts CHTCX vs VTSAXBanner chart's image
Invesco Charter C
Price$16.23
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx Adm
Price$131.81
Change+$0.88 (+0.67%)
VolumeN/A
Net Assets1.7T
CHTCX vs VTSAX Comparison Chart
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CHTCX vs. VTSAX commentary
Apr 28, 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: 1.7T vs. CHTCX (3.2B). VTSAX pays higher dividends than CHTCX: VTSAX (1.35) vs CHTCX (0.00). CHTCX was incepted earlier than VTSAX: CHTCX (28 years) vs VTSAX (24 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 : 8.69 vs. CHTCX (1.50). VTSAX return over 5 years is better than : 91.96 vs. CHTCX (26.40).
CHTCXVTSAXCHTCX / VTSAX
Total Expense Ratio1.760.044,400%
Annual Report Gross Expense Ratio1.760.044,400%
Fund Existence28 years24 years-
Gain YTD-6.022-6.50893%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.2B1.7T0%
Annual Yield % from dividends0.001.35-
Returns for 1 year1.508.6917%
Returns for 3 years9.0029.7330%
Returns for 5 years26.4091.9629%
Returns for 10 years-21.19156.95-13%
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