CHTCX
Price
$19.82
Change
+$0.17 (+0.87%)
Updated
Oct 24 closing price
Net Assets
3.76B
VTSAX
Price
$162.44
Change
+$1.29 (+0.80%)
Updated
Oct 24 closing price
Net Assets
2.02T
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CHTCX vs VTSAX

Header iconCHTCX vs VTSAX Comparison
Open Charts CHTCX vs VTSAXBanner chart's image
Invesco Charter C
Price$19.82
Change+$0.17 (+0.87%)
VolumeN/A
Net Assets3.76B
Vanguard Total Stock Mkt Idx Adm
Price$162.44
Change+$1.29 (+0.80%)
VolumeN/A
Net Assets2.02T
CHTCX vs VTSAX Comparison Chart in %
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CHTCX vs. VTSAX commentary
Oct 26, 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: 2.02T vs. CHTCX (3.76B). VTSAX pays higher dividends than CHTCX: VTSAX (1.13) 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 : 16.88 vs. CHTCX (7.19). VTSAX return over 5 years is better than : 89.41 vs. CHTCX (28.20).
CHTCXVTSAXCHTCX / VTSAX
Total Expense Ratio1.760.044,400%
Annual Report Gross Expense Ratio1.760.044,400%
Fund Existence28 years25 years-
Gain YTD14.76515.25897%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.76B2.02T0%
Annual Yield % from dividends0.001.13-
Returns for 1 year7.1916.8843%
Returns for 3 years45.8473.4662%
Returns for 5 years28.2089.4132%
Returns for 10 years3.53228.352%
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