CHTRX
Price
$20.19
Change
-$0.25 (-1.22%)
Updated
Jun 13 closing price
Net Assets
3.42B
VITSX
Price
$142.93
Change
-$1.69 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
Interact to see
Advertisement

CHTRX vs VITSX

Header iconCHTRX vs VITSX Comparison
Open Charts CHTRX vs VITSXBanner chart's image
Invesco Charter A
Price$20.19
Change-$0.25 (-1.22%)
VolumeN/A
Net Assets3.42B
Vanguard Total Stock Market Idx I
Price$142.93
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CHTRX vs VITSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CHTRX vs. VITSX 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 CHTRX is a Buy and VITSX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.82T vs. CHTRX (3.42B). VITSX pays higher dividends than CHTRX: VITSX (1.29) vs CHTRX (0.50). CHTRX was incepted earlier than VITSX: CHTRX (57 years) vs VITSX (28 years). CHTRX (1.01) is less costly to investors than VITSX (0.03). CHTRX is a more actively managed with annual turnover of: 37.00 vs. VITSX (2.00). CHTRX has a lower initial minimum investment than VITSX: CHTRX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 10.06 vs. CHTRX (4.31). VITSX return over 5 years is better than : 91.41 vs. CHTRX (40.24).
CHTRXVITSXCHTRX / VITSX
Total Expense Ratio1.010.033,367%
Annual Report Gross Expense Ratio1.010.033,367%
Fund Existence57 years28 years-
Gain YTD2.1761.365159%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.42B1.82T0%
Annual Yield % from dividends0.501.2939%
Returns for 1 year4.3110.0643%
Returns for 3 years38.2657.6266%
Returns for 5 years40.2491.4144%
Returns for 10 years-1.55179.47-1%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYBIX79.87-0.59
-0.73%
Rydex Basic Materials Inv
EIVIX14.22-0.11
-0.77%
Allspring Special Large Cap Value Inst
RSCRX23.83-0.46
-1.89%
Russell Inv US Small Cap Equity R6
FKMCX41.35-1.22
-2.86%
Fidelity Mid-Cap Stock K
FIFWX23.65-0.89
-3.63%
Fidelity Advisor Founders Z