CHTCX
Price
$19.00
Change
-$0.11 (-0.58%)
Updated
Sep 5 closing price
Net Assets
3.64B
VTSAX
Price
$155.55
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
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CHTCX vs VTSAX

Header iconCHTCX vs VTSAX Comparison
Open Charts CHTCX vs VTSAXBanner chart's image
Invesco Charter C
Price$19.00
Change-$0.11 (-0.58%)
VolumeN/A
Net Assets3.64B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
CHTCX vs VTSAX Comparison Chart in %
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CHTCX vs. VTSAX commentary
Sep 08, 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: 1.95T vs. CHTCX (3.64B). VTSAX pays higher dividends than CHTCX: VTSAX (1.16) 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 : 18.04 vs. CHTCX (9.57). VTSAX return over 5 years is better than : 84.96 vs. CHTCX (24.67).
CHTCXVTSAXCHTCX / VTSAX
Total Expense Ratio1.760.044,400%
Annual Report Gross Expense Ratio1.760.044,400%
Fund Existence28 years25 years-
Gain YTD10.01710.34697%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B1.95T0%
Annual Yield % from dividends0.001.16-
Returns for 1 year9.5718.0453%
Returns for 3 years37.4863.6659%
Returns for 5 years24.6784.9629%
Returns for 10 years0.45224.910%
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