CHTVX
Price
$18.68
Change
-$0.00 (-0.00%)
Updated
Nov 29, 6:59 PM EST
VFINX
Price
$420.90
Change
-$0.00 (-0.00%)
Updated
Nov 29, 6:59 PM EST
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Compare trend and price CHTVX vs VFINX

Header iconCHTVX vs VFINX Comparison
Open Charts CHTVX vs VFINXBanner chart's image
Invesco Charter R5
Price$18.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$420.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CHTVX vs VFINX Comparison Chart

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VS
CHTVX vs. VFINX commentary
Nov 30, 2023

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 Buy and VFINX is a Buy.

FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 851B vs. CHTVX (3.01B). VFINX pays higher dividends than CHTVX: VFINX (1.51) vs CHTVX (0.95). CHTVX was incepted earlier than VFINX: CHTVX (32 years) vs VFINX (47 years). CHTVX (0.75) is less costly to investors than VFINX (0.14). CHTVX is a more actively managed with annual turnover of: 52.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CHTVX: VFINX (0) vs CHTVX (1000000). VFINX annual gain was more profitable for investors over the last year : 14.99 vs. CHTVX (12.46). VFINX return over 5 years is better than : 64.70 vs. CHTVX (2.59).
CHTVXVFINXCHTVX / VFINX
Total Expense Ratio0.750.14536%
Annual Report Gross Expense Ratio0.750.14536%
Fund Existence32 years47 years-
Gain YTD18.60318.86599%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRA1000000N/A-
Net Assets3.01B851B0%
Annual Yield % from dividends0.951.5163%
Returns for 1 year12.4614.9983%
Returns for 3 years2.2325.129%
Returns for 5 years2.5964.704%
Returns for 10 years-12.72158.14-8%
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