CHTRX
Price
$18.15
Change
+$0.32 (+1.79%)
Updated
Apr 23 closing price
Net Assets
3.06B
VSTSX
Price
$252.58
Change
+$4.17 (+1.68%)
Updated
Apr 23 closing price
Net Assets
1.7T
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CHTRX vs VSTSX

Header iconCHTRX vs VSTSX Comparison
Open Charts CHTRX vs VSTSXBanner chart's image
Invesco Charter A
Price$18.15
Change+$0.32 (+1.79%)
VolumeN/A
Net Assets3.06B
Vanguard Total Stock Mkt Idx Instl Sel
Price$252.58
Change+$4.17 (+1.68%)
VolumeN/A
Net Assets1.7T
CHTRX vs VSTSX Comparison Chart
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CHTRX vs. VSTSX commentary
Apr 25, 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: 1.7T vs. CHTRX (3.06B). VSTSX pays higher dividends than CHTRX: VSTSX (1.37) vs CHTRX (0.53). CHTRX was incepted earlier than VSTSX: CHTRX (56 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 : 3.54 vs. CHTRX (-1.66). VSTSX return over 5 years is better than : 83.81 vs. CHTRX (30.48).
CHTRXVSTSXCHTRX / VSTSX
Total Expense Ratio1.010.0110,100%
Annual Report Gross Expense Ratio1.010.0110,100%
Fund Existence56 years9 years-
Gain YTD-9.767-10.51993%
Front Load6%N/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.06B1.7T0%
Annual Yield % from dividends0.531.3738%
Returns for 1 year-1.663.54-47%
Returns for 3 years6.9021.4132%
Returns for 5 years30.4883.8136%
Returns for 10 years-13.30N/A-
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