CHTRX
Price
$18.15
Change
+$0.32 (+1.79%)
Updated
Apr 23 closing price
Net Assets
3.06B
VITSX
Price
$130.95
Change
+$2.66 (+2.07%)
Updated
Apr 24 closing price
Net Assets
1.7T
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CHTRX vs VITSX

Header iconCHTRX vs VITSX Comparison
Open Charts CHTRX vs VITSXBanner chart's image
Invesco Charter A
Price$18.15
Change+$0.32 (+1.79%)
VolumeN/A
Net Assets3.06B
Vanguard Total Stock Market Idx I
Price$130.95
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
CHTRX vs VITSX Comparison Chart
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VS
CHTRX vs. VITSX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. CHTRX (3.06B). VITSX pays higher dividends than CHTRX: VITSX (1.36) vs CHTRX (0.53). CHTRX was incepted earlier than VITSX: CHTRX (56 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 : 3.52 vs. CHTRX (-1.66). VITSX return over 5 years is better than : 83.68 vs. CHTRX (30.48).
CHTRXVITSXCHTRX / VITSX
Total Expense Ratio1.010.033,367%
Annual Report Gross Expense Ratio1.010.033,367%
Fund Existence56 years28 years-
Gain YTD-9.767-10.52893%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.06B1.7T0%
Annual Yield % from dividends0.531.3638%
Returns for 1 year-1.663.52-47%
Returns for 3 years6.9021.3432%
Returns for 5 years30.4883.6836%
Returns for 10 years-13.30145.25-9%
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