CHTCX
Price
$16.23
Change
+$0.11 (+0.68%)
Updated
Apr 25 closing price
Net Assets
3.2B
VTSMX
Price
$131.78
Change
+$0.87 (+0.66%)
Updated
Apr 25 closing price
Net Assets
1.7T
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CHTCX vs VTSMX

Header iconCHTCX vs VTSMX Comparison
Open Charts CHTCX vs VTSMXBanner chart's image
Invesco Charter C
Price$16.23
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
CHTCX vs VTSMX Comparison Chart
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CHTCX vs. VTSMX commentary
Apr 28, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. CHTCX (3.2B). VTSMX pays higher dividends than CHTCX: VTSMX (1.25) 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 : 8.68 vs. CHTCX (1.50). VTSMX return over 5 years is better than : 91.92 vs. CHTCX (26.40).
CHTCXVTSMXCHTCX / VTSMX
Total Expense Ratio1.760.141,257%
Annual Report Gross Expense Ratio1.760.141,257%
Fund Existence28 years33 years-
Gain YTD-6.022-6.51292%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.2B1.7T0%
Annual Yield % from dividends0.001.25-
Returns for 1 year1.508.6817%
Returns for 3 years9.0029.7130%
Returns for 5 years26.4091.9229%
Returns for 10 years-21.19156.42-14%
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