CHTRX
Price
$21.66
Change
+$0.09 (+0.42%)
Updated
Jul 25 closing price
Net Assets
3.64B
VSTSX
Price
$300.61
Change
+$1.32 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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CHTRX vs VSTSX

Header iconCHTRX vs VSTSX Comparison
Open Charts CHTRX vs VSTSXBanner chart's image
Invesco Charter A
Price$21.66
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets3.64B
Vanguard Total Stock Mkt Idx Instl Sel
Price$300.61
Change+$1.32 (+0.44%)
VolumeN/A
Net Assets1.91T
CHTRX vs VSTSX Comparison Chart in %
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CHTRX vs. VSTSX commentary
Jul 27, 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: 1.91T vs. CHTRX (3.64B). 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 : 17.78 vs. CHTRX (12.43). VSTSX return over 5 years is better than : 93.67 vs. CHTRX (41.72).
CHTRXVSTSXCHTRX / VSTSX
Total Expense Ratio1.010.0110,100%
Annual Report Gross Expense Ratio1.010.0110,100%
Fund Existence57 years9 years-
Gain YTD9.6158.300116%
Front Load6%N/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B1.91T0%
Annual Yield % from dividends0.471.2339%
Returns for 1 year12.4317.7870%
Returns for 3 years42.1960.7269%
Returns for 5 years41.7293.6745%
Returns for 10 years6.81N/A-
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