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CHTRX
Price
$21.31
Change
-$0.32 (-1.48%)
Updated
Nov 15 closing price
VTSAX
Price
$141.29
Change
-$1.87 (-1.31%)
Updated
Nov 15 closing price
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CHTRX vs VTSAX

Header iconCHTRX vs VTSAX Comparison
Open Charts CHTRX vs VTSAXBanner chart's image
Invesco Charter A
Price$21.31
Change-$0.32 (-1.48%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
CHTRX vs VTSAX Comparison Chart
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VS
CHTRX vs. VTSAX commentary
Nov 18, 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 StrongBuy and VTSAX is a StrongSell.

FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. CHTRX (3.57B). VTSAX pays higher dividends than CHTRX: VTSAX (1.35) vs CHTRX (0.31). CHTRX was incepted earlier than VTSAX: CHTRX (56 years) vs VTSAX (24 years). CHTRX is a more actively managed with annual turnover of: 84.00 vs. VTSAX (2.00). CHTRX has a lower initial minimum investment than VTSAX: CHTRX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 30.54 vs. CHTRX (24.83). VTSAX return over 5 years is better than : 83.75 vs. CHTRX (20.37).
CHTRXVTSAXCHTRX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence56 years24 years-
Gain YTD25.50122.422114%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B1.73T0%
Annual Yield % from dividends0.311.3523%
Returns for 1 year24.8330.5481%
Returns for 3 years-4.4519.92-22%
Returns for 5 years20.3783.7524%
Returns for 10 years-5.11186.74-3%
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