CHTCX
Price
$17.16
Change
-$0.01 (-0.06%)
Updated
May 22 closing price
Net Assets
3.41B
VTSAX
Price
$139.59
Change
-$0.02 (-0.01%)
Updated
May 22 closing price
Net Assets
1.72T
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CHTCX vs VTSAX

Header iconCHTCX vs VTSAX Comparison
Open Charts CHTCX vs VTSAXBanner chart's image
Invesco Charter C
Price$17.16
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets3.41B
Vanguard Total Stock Mkt Idx Adm
Price$139.59
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.72T
CHTCX vs VTSAX Comparison Chart
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CHTCX vs. VTSAX commentary
May 23, 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: 1.72T vs. CHTCX (3.41B). VTSAX pays higher dividends than CHTCX: VTSAX (1.36) 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 : 11.10 vs. CHTCX (3.19). VTSAX return over 5 years is better than : 96.34 vs. CHTCX (32.47).
CHTCXVTSAXCHTCX / VTSAX
Total Expense Ratio1.760.044,400%
Annual Report Gross Expense Ratio1.760.044,400%
Fund Existence28 years25 years-
Gain YTD1.1000.776142%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.41B1.72T0%
Annual Yield % from dividends0.001.36-
Returns for 1 year3.1911.1029%
Returns for 3 years27.7249.8956%
Returns for 5 years32.4796.3434%
Returns for 10 years-15.62175.17-9%
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