CHTCX
Price
$18.91
Change
-$0.04 (-0.21%)
Updated
Aug 15 closing price
Net Assets
3.63B
VTSMX
Price
$154.00
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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CHTCX vs VTSMX

Header iconCHTCX vs VTSMX Comparison
Open Charts CHTCX vs VTSMXBanner chart's image
Invesco Charter C
Price$18.91
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets3.63B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
CHTCX vs VTSMX Comparison Chart in %
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CHTCX vs. VTSMX commentary
Aug 17, 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 StrongBuy and VTSMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CHTCX (3.63B). VTSMX pays higher dividends than CHTCX: VTSMX (1.09) vs CHTCX (0.00). CHTCX was incepted earlier than VTSMX: CHTCX (28 years) vs VTSMX (33 years). CHTCX (1.76) is less costly to investors than VTSMX (0.14). CHTCX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). CHTCX has a lower initial minimum investment than VTSMX: CHTCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. CHTCX (8.12). VTSMX return over 5 years is better than : 85.82 vs. CHTCX (25.40).
CHTCXVTSMXCHTCX / VTSMX
Total Expense Ratio1.760.141,257%
Annual Report Gross Expense Ratio1.760.141,257%
Fund Existence28 years33 years-
Gain YTD9.4969.266102%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B1.91T0%
Annual Yield % from dividends0.001.09-
Returns for 1 year8.1216.2150%
Returns for 3 years24.8246.8053%
Returns for 5 years25.4085.8230%
Returns for 10 years-6.08202.54-3%
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