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CHTRX
Price
$21.31
Change
-$0.32 (-1.48%)
Updated
Nov 15 closing price
VITSX
Price
$141.31
Change
-$1.87 (-1.31%)
Updated
Nov 15 closing price
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CHTRX vs VITSX

Header iconCHTRX vs VITSX Comparison
Open Charts CHTRX vs VITSXBanner chart's image
Invesco Charter A
Price$21.31
Change-$0.32 (-1.48%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$141.31
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
CHTRX vs VITSX Comparison Chart
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VS
CHTRX vs. VITSX commentary
Nov 18, 2024

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 StrongBuy and VITSX is a StrongSell.

FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.73T vs. CHTRX (3.57B). VITSX pays higher dividends than CHTRX: VITSX (1.36) vs CHTRX (0.31). CHTRX was incepted earlier than VITSX: CHTRX (56 years) vs VITSX (27 years). CHTRX is a more actively managed with annual turnover of: 84.00 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 : 30.53 vs. CHTRX (24.83). VITSX return over 5 years is better than : 83.73 vs. CHTRX (20.37).
CHTRXVITSXCHTRX / VITSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence56 years27 years-
Gain YTD25.50122.419114%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B1.73T0%
Annual Yield % from dividends0.311.3623%
Returns for 1 year24.8330.5381%
Returns for 3 years-4.4519.92-22%
Returns for 5 years20.3783.7324%
Returns for 10 years-5.11186.74-3%
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