CHTCX
Price
$19.21
Change
-$0.14 (-0.72%)
Updated
Nov 18 closing price
Net Assets
3.65B
VTSAX
Price
$158.32
Change
+$0.52 (+0.33%)
Updated
Nov 19 closing price
Net Assets
2.05T
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CHTCX vs VTSAX

Header iconCHTCX vs VTSAX Comparison
Open Charts CHTCX vs VTSAXBanner chart's image
Invesco Charter C
Price$19.21
Change-$0.14 (-0.72%)
VolumeN/A
Net Assets3.65B
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
CHTCX vs VTSAX Comparison Chart in %
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CHTCX vs. VTSAX commentary
Nov 20, 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: 2.05T vs. CHTCX (3.65B). VTSAX pays higher dividends than CHTCX: VTSAX (1.11) 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 : 12.10 vs. CHTCX (2.29). VTSAX return over 5 years is better than : 77.92 vs. CHTCX (20.97).
CHTCXVTSAXCHTCX / VTSAX
Total Expense Ratio1.760.044,400%
Annual Report Gross Expense Ratio1.760.044,400%
Fund Existence28 years25 years-
Gain YTD11.23312.74688%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.65B2.05T0%
Annual Yield % from dividends0.001.11-
Returns for 1 year2.2912.1019%
Returns for 3 years37.9065.0258%
Returns for 5 years20.9777.9227%
Returns for 10 years0.08216.640%
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