CHTRX
Price
$22.24
Change
+$0.11 (+0.50%)
Updated
Nov 19 closing price
Net Assets
3.62B
VITSX
Price
$158.35
Change
+$0.53 (+0.34%)
Updated
Nov 19 closing price
Net Assets
2.05T
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CHTRX vs VITSX

Header iconCHTRX vs VITSX Comparison
Open Charts CHTRX vs VITSXBanner chart's image
Invesco Charter A
Price$22.24
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets3.62B
Vanguard Total Stock Market Idx I
Price$158.35
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
CHTRX vs VITSX Comparison Chart in %
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CHTRX vs. VITSX commentary
Nov 20, 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: 2.05T vs. CHTRX (3.62B). VITSX pays higher dividends than CHTRX: VITSX (1.12) vs CHTRX (0.44). 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 : 10.80 vs. CHTRX (4.14). VITSX return over 5 years is better than : 77.65 vs. CHTRX (31.95).
CHTRXVITSXCHTRX / VITSX
Total Expense Ratio1.010.033,367%
Annual Report Gross Expense Ratio1.010.033,367%
Fund Existence57 years28 years-
Gain YTD12.55111.964105%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B2.05T0%
Annual Yield % from dividends0.441.1239%
Returns for 1 year4.1410.8038%
Returns for 3 years44.6063.8770%
Returns for 5 years31.9577.6541%
Returns for 10 years15.64214.377%
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