CHTCX
Price
$14.91
Change
-$0.93 (-5.87%)
Updated
Apr 4 closing price
Net Assets
3.3B
VTSAX
Price
$120.94
Change
-$7.55 (-5.88%)
Updated
Apr 4 closing price
Net Assets
1.81T
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CHTCX vs VTSAX

Header iconCHTCX vs VTSAX Comparison
Open Charts CHTCX vs VTSAXBanner chart's image
Invesco Charter C
Price$14.91
Change-$0.93 (-5.87%)
VolumeN/A
Net Assets3.3B
Vanguard Total Stock Mkt Idx Adm
Price$120.94
Change-$7.55 (-5.88%)
VolumeN/A
Net Assets1.81T
CHTCX vs VTSAX Comparison Chart
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CHTCX vs. VTSAX commentary
Apr 07, 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 Hold and VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. CHTCX (3.3B). 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 : -2.29 vs. CHTCX (-8.92). VTSAX return over 5 years is better than : 102.14 vs. CHTCX (32.77).
CHTCXVTSAXCHTCX / VTSAX
Total Expense Ratio1.760.044,400%
Annual Report Gross Expense Ratio1.760.044,400%
Fund Existence28 years24 years-
Gain YTD-13.665-14.21896%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.3B1.81T0%
Annual Yield % from dividends0.001.35-
Returns for 1 year-8.92-2.29390%
Returns for 3 years-7.749.70-80%
Returns for 5 years32.77102.1432%
Returns for 10 years-26.46139.53-19%
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