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CHTRX
Price
$21.31
Change
-$0.32 (-1.48%)
Updated
Nov 15 closing price
VSTSX
Price
$278.21
Change
-$3.68 (-1.31%)
Updated
Nov 15 closing price
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CHTRX vs VSTSX

Header iconCHTRX vs VSTSX Comparison
Open Charts CHTRX vs VSTSXBanner chart's image
Invesco Charter A
Price$21.31
Change-$0.32 (-1.48%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
CHTRX vs VSTSX Comparison Chart
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VS
CHTRX vs. VSTSX 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 VSTSX is a StrongSell.

FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. CHTRX (3.57B). VSTSX pays higher dividends than CHTRX: VSTSX (1.36) vs CHTRX (0.31). CHTRX was incepted earlier than VSTSX: CHTRX (56 years) vs VSTSX (8 years). CHTRX is a more actively managed with annual turnover of: 84.00 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 : 30.56 vs. CHTRX (24.83). VSTSX return over 5 years is better than : 83.83 vs. CHTRX (20.37).
CHTRXVSTSXCHTRX / VSTSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence56 years8 years-
Gain YTD25.50122.443114%
Front LoadN/AN/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B1.73T0%
Annual Yield % from dividends0.311.3623%
Returns for 1 year24.8330.5681%
Returns for 3 years-4.4519.98-22%
Returns for 5 years20.3783.8324%
Returns for 10 years-5.11N/A-
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