CHTRX
Price
$22.24
Change
+$0.11 (+0.50%)
Updated
Nov 19 closing price
Net Assets
3.62B
VSTSX
Price
$311.78
Change
+$1.03 (+0.33%)
Updated
Nov 19 closing price
Net Assets
2.05T
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CHTRX vs VSTSX

Header iconCHTRX vs VSTSX Comparison
Open Charts CHTRX vs VSTSXBanner chart's image
Invesco Charter A
Price$22.24
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets3.62B
Vanguard Total Stock Mkt Idx Instl Sel
Price$311.78
Change+$1.03 (+0.33%)
VolumeN/A
Net Assets2.05T
CHTRX vs VSTSX Comparison Chart in %
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CHTRX vs. VSTSX 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 VSTSX is a Hold.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.05T vs. CHTRX (3.62B). VSTSX pays higher dividends than CHTRX: VSTSX (1.13) vs CHTRX (0.44). 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 : 10.82 vs. CHTRX (4.14). VSTSX return over 5 years is better than : 77.76 vs. CHTRX (31.95).
CHTRXVSTSXCHTRX / VSTSX
Total Expense Ratio1.010.0110,100%
Annual Report Gross Expense Ratio1.010.0110,100%
Fund Existence57 years9 years-
Gain YTD12.55111.977105%
Front Load6%N/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B2.05T0%
Annual Yield % from dividends0.441.1339%
Returns for 1 year4.1410.8238%
Returns for 3 years44.6063.9670%
Returns for 5 years31.9577.7641%
Returns for 10 years15.64N/A-
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