CHTCX
Price
$19.46
Change
+$0.03 (+0.15%)
Updated
Sep 29 closing price
Net Assets
3.7B
VTSAX
Price
$159.21
Change
-$0.04 (-0.03%)
Updated
Sep 29 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$19.46
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets3.7B
Vanguard Total Stock Mkt Idx Adm
Price$159.21
Change-$0.04 (-0.03%)
VolumeN/A
Net Assets1.95T
CHTCX vs VTSAX Comparison Chart in %
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CHTCX vs. VTSAX commentary
Oct 01, 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 Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. CHTCX (3.7B). 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 : 16.05 vs. CHTCX (7.53). VTSAX return over 5 years is better than : 92.72 vs. CHTCX (29.53).
CHTCXVTSAXCHTCX / VTSAX
Total Expense Ratio1.760.044,400%
Annual Report Gross Expense Ratio1.760.044,400%
Fund Existence28 years25 years-
Gain YTD12.50712.97196%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.7B1.95T0%
Annual Yield % from dividends0.001.16-
Returns for 1 year7.5316.0547%
Returns for 3 years52.6382.8963%
Returns for 5 years29.5392.7232%
Returns for 10 years4.94238.832%
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