CHTCX
Price
$14.91
Change
-$0.93 (-5.87%)
Updated
Apr 4 closing price
Net Assets
3.3B
VTSMX
Price
$120.93
Change
-$7.54 (-5.87%)
Updated
Apr 4 closing price
Net Assets
1.81T
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CHTCX vs VTSMX

Header iconCHTCX vs VTSMX Comparison
Open Charts CHTCX vs VTSMXBanner chart's image
Invesco Charter C
Price$14.91
Change-$0.93 (-5.87%)
VolumeN/A
Net Assets3.3B
Vanguard Total Stock Mkt Idx I
Price$120.93
Change-$7.54 (-5.87%)
VolumeN/A
Net Assets1.81T
CHTCX vs VTSMX Comparison Chart
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CHTCX vs. VTSMX commentary
Apr 07, 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. CHTCX (3.3B). 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 : -2.29 vs. CHTCX (-8.92). VTSMX return over 5 years is better than : 102.14 vs. CHTCX (32.77).
CHTCXVTSMXCHTCX / VTSMX
Total Expense Ratio1.760.141,257%
Annual Report Gross Expense Ratio1.760.141,257%
Fund Existence28 years33 years-
Gain YTD-13.665-14.20996%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.3B1.81T0%
Annual Yield % from dividends0.001.25-
Returns for 1 year-8.92-2.29390%
Returns for 3 years-7.749.69-80%
Returns for 5 years32.77102.1432%
Returns for 10 years-26.46139.03-19%
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