CHTCX
Price
$17.58
Change
-$0.22 (-1.24%)
Updated
Jun 13 closing price
Net Assets
3.42B
VTSMX
Price
$142.86
Change
-$1.69 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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CHTCX vs VTSMX

Header iconCHTCX vs VTSMX Comparison
Open Charts CHTCX vs VTSMXBanner chart's image
Invesco Charter C
Price$17.58
Change-$0.22 (-1.24%)
VolumeN/A
Net Assets3.42B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CHTCX vs VTSMX Comparison Chart
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CHTCX vs. VTSMX commentary
Jun 15, 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: 1.82T vs. CHTCX (3.42B). VTSMX pays higher dividends than CHTCX: VTSMX (1.18) 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 : 10.06 vs. CHTCX (2.51). VTSMX return over 5 years is better than : 91.36 vs. CHTCX (30.03).
CHTCXVTSMXCHTCX / VTSMX
Total Expense Ratio1.760.141,257%
Annual Report Gross Expense Ratio1.760.141,257%
Fund Existence28 years33 years-
Gain YTD1.7951.349133%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.42B1.82T0%
Annual Yield % from dividends0.001.18-
Returns for 1 year2.5110.0625%
Returns for 3 years32.3857.5956%
Returns for 5 years30.0391.3633%
Returns for 10 years-14.34178.92-8%
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