CHTCX
Price
$19.00
Change
-$0.11 (-0.58%)
Updated
Sep 5 closing price
Net Assets
3.64B
VTSMX
Price
$155.50
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
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CHTCX vs VTSMX

Header iconCHTCX vs VTSMX Comparison
Open Charts CHTCX vs VTSMXBanner chart's image
Invesco Charter C
Price$19.00
Change-$0.11 (-0.58%)
VolumeN/A
Net Assets3.64B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
CHTCX vs VTSMX Comparison Chart in %
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CHTCX vs. VTSMX commentary
Sep 08, 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: 1.95T vs. CHTCX (3.64B). VTSMX pays higher dividends than CHTCX: VTSMX (1.07) 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 : 18.03 vs. CHTCX (9.57). VTSMX return over 5 years is better than : 84.94 vs. CHTCX (24.67).
CHTCXVTSMXCHTCX / VTSMX
Total Expense Ratio1.760.141,257%
Annual Report Gross Expense Ratio1.760.141,257%
Fund Existence28 years33 years-
Gain YTD10.01710.33097%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B1.95T0%
Annual Yield % from dividends0.001.07-
Returns for 1 year9.5718.0353%
Returns for 3 years37.4863.6359%
Returns for 5 years24.6784.9429%
Returns for 10 years0.45224.150%
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