CHTVX
Price
$21.60
Change
+$0.24 (+1.12%)
Updated
Dec 20 closing price
VFFSX
Price
$290.99
Change
+$3.15 (+1.09%)
Updated
Dec 20 closing price
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CHTVX vs VFFSX

Header iconCHTVX vs VFFSX Comparison
Open Charts CHTVX vs VFFSXBanner chart's image
Invesco Charter R5
Price$21.60
Change+$0.24 (+1.12%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$290.99
Change+$3.15 (+1.09%)
VolumeN/A
CapitalizationN/A
CHTVX vs VFFSX Comparison Chart
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CHTVX vs. VFFSX commentary
Dec 23, 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 CHTVX is a StrongBuy and VFFSX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. CHTVX (3.53B). VFFSX pays higher dividends than CHTVX: VFFSX (1.33) vs CHTVX (0.50). CHTVX was incepted earlier than VFFSX: CHTVX (33 years) vs VFFSX (9 years). CHTVX is a more actively managed with annual turnover of: 84.00 vs. VFFSX (2.00). CHTVX has a lower initial minimum investment than VFFSX: CHTVX (1000000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 25.46 vs. CHTVX (19.35). VFFSX return over 5 years is better than : 84.97 vs. CHTVX (32.96).
CHTVXVFFSXCHTVX / VFFSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence33 years9 years-
Gain YTD18.69624.82175%
Front LoadN/AN/A-
Min. Initial Investment100000050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.53B1.37T0%
Annual Yield % from dividends0.501.3338%
Returns for 1 year19.3525.4676%
Returns for 3 years9.3628.1433%
Returns for 5 years32.9684.9739%
Returns for 10 years5.72N/A-
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