CHTRX
Price
$22.25
Change
-$0.11 (-0.49%)
Updated
Sep 25 closing price
Net Assets
3.7B
VSTSX
Price
$311.65
Change
-$1.73 (-0.55%)
Updated
Sep 25 closing price
Net Assets
1.95T
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CHTRX vs VSTSX

Header iconCHTRX vs VSTSX Comparison
Open Charts CHTRX vs VSTSXBanner chart's image
Invesco Charter A
Price$22.25
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets3.7B
Vanguard Total Stock Mkt Idx Instl Sel
Price$311.65
Change-$1.73 (-0.55%)
VolumeN/A
Net Assets1.95T
CHTRX vs VSTSX Comparison Chart in %
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CHTRX vs. VSTSX commentary
Sep 26, 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 VSTSX is a Hold.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. CHTRX (3.7B). VSTSX pays higher dividends than CHTRX: VSTSX (1.17) vs CHTRX (0.46). CHTRX was incepted earlier than VSTSX: CHTRX (57 years) vs VSTSX (9 years). CHTRX (1.01) is less costly to investors than VSTSX (0.01). CHTRX is a more actively managed with annual turnover of: 37.00 vs. VSTSX (2.00). CHTRX has a lower initial minimum investment than VSTSX: CHTRX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 16.07 vs. CHTRX (9.50). VSTSX return over 5 years is better than : 96.59 vs. CHTRX (42.21).
CHTRXVSTSXCHTRX / VSTSX
Total Expense Ratio1.010.0110,100%
Annual Report Gross Expense Ratio1.010.0110,100%
Fund Existence57 years9 years-
Gain YTD13.15812.901102%
Front Load6%N/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.7B1.95T0%
Annual Yield % from dividends0.461.1739%
Returns for 1 year9.5016.0759%
Returns for 3 years57.3680.1172%
Returns for 5 years42.2196.5944%
Returns for 10 years25.12N/A-
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