CHTCX
Price
$17.58
Change
-$0.22 (-1.24%)
Updated
Jun 13 closing price
Net Assets
3.46B
VTSAX
Price
$142.91
Change
-$1.69 (-1.17%)
Updated
Jun 13 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$17.58
Change-$0.22 (-1.24%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CHTCX vs VTSAX Comparison Chart
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CHTCX vs. VTSAX commentary
Jun 15, 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 (3.46B). VTSAX pays higher dividends than CHTCX: VTSAX (1.28) 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 : 10.07 vs. CHTCX (3.79). VTSAX return over 5 years is better than : 91.40 vs. CHTCX (31.66).
CHTCXVTSAXCHTCX / VTSAX
Total Expense Ratio1.760.044,400%
Annual Report Gross Expense Ratio1.760.044,400%
Fund Existence28 years25 years-
Gain YTD3.0691.365225%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.46B1.82T0%
Annual Yield % from dividends0.001.28-
Returns for 1 year3.7910.0738%
Returns for 3 years34.0457.6159%
Returns for 5 years31.6691.4035%
Returns for 10 years-13.27179.53-7%
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