CHTCX
Price
$18.85
Change
+$0.08 (+0.43%)
Updated
Jul 25 closing price
Net Assets
3.62B
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 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$18.85
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets3.62B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CHTCX vs VTSMX Comparison Chart in %
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CHTCX vs. VTSMX commentary
Jul 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 Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CHTCX (3.62B). VTSMX pays higher dividends than CHTCX: VTSMX (1.12) 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 : 17.23 vs. CHTCX (10.09). VTSMX return over 5 years is better than : 92.66 vs. CHTCX (30.89).
CHTCXVTSMXCHTCX / VTSMX
Total Expense Ratio1.760.141,257%
Annual Report Gross Expense Ratio1.760.141,257%
Fund Existence28 years33 years-
Gain YTD8.6867.812111%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B1.91T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year10.0917.2359%
Returns for 3 years35.6259.8959%
Returns for 5 years30.8992.6633%
Returns for 10 years-7.42199.64-4%
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