CHTCX
Price
$17.16
Change
-$0.01 (-0.06%)
Updated
May 22 closing price
Net Assets
3.41B
VTSMX
Price
$139.56
Change
-$0.01 (-0.01%)
Updated
May 22 closing price
Net Assets
1.72T
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CHTCX vs VTSMX

Header iconCHTCX vs VTSMX Comparison
Open Charts CHTCX vs VTSMXBanner chart's image
Invesco Charter C
Price$17.16
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets3.41B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
CHTCX vs VTSMX Comparison Chart
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CHTCX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CHTCX (3.41B). VTSMX pays higher dividends than CHTCX: VTSMX (1.26) 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 : 11.08 vs. CHTCX (3.19). VTSMX return over 5 years is better than : 96.32 vs. CHTCX (32.47).
CHTCXVTSMXCHTCX / VTSMX
Total Expense Ratio1.760.141,257%
Annual Report Gross Expense Ratio1.760.141,257%
Fund Existence28 years33 years-
Gain YTD1.1000.767143%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.41B1.72T0%
Annual Yield % from dividends0.001.26-
Returns for 1 year3.1911.0829%
Returns for 3 years27.7249.8656%
Returns for 5 years32.4796.3234%
Returns for 10 years-15.62174.58-9%
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