CHTRX
Price
$21.34
Change
+$0.21 (+0.99%)
Updated
Jul 3 closing price
Net Assets
3.59B
VSTSX
Price
$295.41
Change
+$2.52 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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CHTRX vs VSTSX

Header iconCHTRX vs VSTSX Comparison
Open Charts CHTRX vs VSTSXBanner chart's image
Invesco Charter A
Price$21.34
Change+$0.21 (+0.99%)
VolumeN/A
Net Assets3.59B
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
CHTRX vs VSTSX Comparison Chart in %
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CHTRX vs. VSTSX commentary
Jul 06, 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 VSTSX is a Buy.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. CHTRX (3.59B). VSTSX pays higher dividends than CHTRX: VSTSX (1.23) vs CHTRX (0.47). 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 : 13.91 vs. CHTRX (8.31). VSTSX return over 5 years is better than : 95.76 vs. CHTRX (44.13).
CHTRXVSTSXCHTRX / VSTSX
Total Expense Ratio1.010.0110,100%
Annual Report Gross Expense Ratio1.010.0110,100%
Fund Existence57 years9 years-
Gain YTD7.9966.427124%
Front Load6%N/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B1.82T0%
Annual Yield % from dividends0.471.2339%
Returns for 1 year8.3113.9160%
Returns for 3 years42.2162.2168%
Returns for 5 years44.1395.7646%
Returns for 10 years6.23N/A-
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