CHTRX
Price
$20.44
Change
-$0.01 (-0.05%)
Updated
Sep 20 closing price
VSTSX
Price
$269.69
Change
-$0.67 (-0.25%)
Updated
Sep 20 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$20.44
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
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CHTRX vs VSTSX Comparison Chart
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VS
CHTRX vs. VSTSX commentary
Sep 21, 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 Buy and VSTSX is a Buy.

FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. CHTRX (3.47B). 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 : 31.59 vs. CHTRX (23.93). VSTSX return over 5 years is better than : 85.77 vs. CHTRX (18.52).
CHTRXVSTSXCHTRX / VSTSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence56 years8 years-
Gain YTD20.37718.668109%
Front LoadN/AN/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.47B1.72T0%
Annual Yield % from dividends0.311.3623%
Returns for 1 year23.9331.5976%
Returns for 3 years0.4925.412%
Returns for 5 years18.5285.7722%
Returns for 10 years-8.48N/A-
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