CHTVX
Price
$22.09
Change
+$0.21 (+0.96%)
Updated
Jun 6 closing price
Net Assets
3.42B
VSTSX
Price
$282.92
Change
+$2.98 (+1.06%)
Updated
Jun 6 closing price
Net Assets
1.82T
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CHTVX vs VSTSX

Header iconCHTVX vs VSTSX Comparison
Open Charts CHTVX vs VSTSXBanner chart's image
Invesco Charter R5
Price$22.09
Change+$0.21 (+0.96%)
VolumeN/A
Net Assets3.42B
Vanguard Total Stock Mkt Idx Instl Sel
Price$282.92
Change+$2.98 (+1.06%)
VolumeN/A
Net Assets1.82T
CHTVX vs VSTSX Comparison Chart
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CHTVX vs. VSTSX commentary
Jun 07, 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 CHTVX is a Buy and VSTSX is a Buy.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. CHTVX (3.42B). VSTSX pays higher dividends than CHTVX: VSTSX (1.29) vs CHTVX (0.68). CHTVX was incepted earlier than VSTSX: CHTVX (34 years) vs VSTSX (9 years). CHTVX (0.75) is less costly to investors than VSTSX (0.01). CHTVX is a more actively managed with annual turnover of: 37.00 vs. VSTSX (2.00). CHTVX has a lower initial minimum investment than VSTSX: CHTVX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 10.98 vs. CHTVX (6.10). VSTSX return over 5 years is better than : 81.06 vs. CHTVX (37.96).
CHTVXVSTSXCHTVX / VSTSX
Total Expense Ratio0.750.017,500%
Annual Report Gross Expense Ratio0.750.017,500%
Fund Existence34 years9 years-
Gain YTD2.0050.839239%
Front LoadN/AN/A-
Min. Initial Investment100000050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.42B1.82T0%
Annual Yield % from dividends0.681.2953%
Returns for 1 year6.1010.9856%
Returns for 3 years27.0040.4367%
Returns for 5 years37.9681.0647%
Returns for 10 years6.32N/A-
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