CHTRX
Price
$22.37
Change
+$0.09 (+0.40%)
Updated
Oct 17 closing price
Net Assets
3.69B
VITSX
Price
$159.31
Change
+$0.70 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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CHTRX vs VITSX

Header iconCHTRX vs VITSX Comparison
Open Charts CHTRX vs VITSXBanner chart's image
Invesco Charter A
Price$22.37
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets3.69B
Vanguard Total Stock Market Idx I
Price$159.31
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
CHTRX vs VITSX Comparison Chart in %
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CHTRX vs. VITSX commentary
Oct 19, 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 Hold and VITSX is a Hold.

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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.02T vs. CHTRX (3.69B). VITSX pays higher dividends than CHTRX: VITSX (1.14) vs CHTRX (0.45). 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 : 13.81 vs. CHTRX (6.59). VITSX return over 5 years is better than : 84.90 vs. CHTRX (34.99).
CHTRXVITSXCHTRX / VITSX
Total Expense Ratio1.010.033,367%
Annual Report Gross Expense Ratio1.010.033,367%
Fund Existence57 years28 years-
Gain YTD13.20913.021101%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B2.02T0%
Annual Yield % from dividends0.451.1439%
Returns for 1 year6.5913.8148%
Returns for 3 years54.0276.0671%
Returns for 5 years34.9984.9041%
Returns for 10 years17.01225.838%
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