CHTCX
Price
$19.46
Change
+$0.03 (+0.15%)
Updated
Sep 29 closing price
Net Assets
3.7B
VTSMX
Price
$159.19
Change
-$0.00 (-0.00%)
Updated
Sep 29 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$19.46
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets3.7B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.95T
CHTCX vs VTSMX Comparison Chart in %
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CHTCX vs. VTSMX commentary
Oct 01, 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 Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CHTCX (3.7B). 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 : 16.02 vs. CHTCX (7.53). VTSMX return over 5 years is better than : 92.65 vs. CHTCX (29.53).
CHTCXVTSMXCHTCX / VTSMX
Total Expense Ratio1.760.141,257%
Annual Report Gross Expense Ratio1.760.141,257%
Fund Existence28 years33 years-
Gain YTD12.50712.94997%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.7B1.95T0%
Annual Yield % from dividends0.001.07-
Returns for 1 year7.5316.0247%
Returns for 3 years52.6382.8164%
Returns for 5 years29.5392.6532%
Returns for 10 years4.94238.032%
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