CHTRX
Price
$19.60
Change
-$0.10 (-0.51%)
Updated
May 23 closing price
Net Assets
3.35B
VSTSX
Price
$273.16
Change
-$1.74 (-0.63%)
Updated
May 23 closing price
Net Assets
1.72T
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CHTRX vs VSTSX

Header iconCHTRX vs VSTSX Comparison
Open Charts CHTRX vs VSTSXBanner chart's image
Invesco Charter A
Price$19.60
Change-$0.10 (-0.51%)
VolumeN/A
Net Assets3.35B
Vanguard Total Stock Mkt Idx Instl Sel
Price$273.16
Change-$1.74 (-0.63%)
VolumeN/A
Net Assets1.72T
CHTRX vs VSTSX Comparison Chart
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CHTRX vs. VSTSX commentary
May 24, 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: 1.72T vs. CHTRX (3.35B). VSTSX pays higher dividends than CHTRX: VSTSX (1.38) vs CHTRX (0.53). 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 : 9.53 vs. CHTRX (3.64). VSTSX return over 5 years is better than : 93.06 vs. CHTRX (40.43).
CHTRXVSTSXCHTRX / VSTSX
Total Expense Ratio1.010.0110,100%
Annual Report Gross Expense Ratio1.010.0110,100%
Fund Existence57 years9 years-
Gain YTD-0.253-0.96626%
Front Load6%N/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.35B1.72T0%
Annual Yield % from dividends0.531.3838%
Returns for 1 year3.649.5338%
Returns for 3 years28.2344.8663%
Returns for 5 years40.4393.0643%
Returns for 10 years-4.64N/A-
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