CHTVX
Price
$24.46
Change
-$0.12 (-0.49%)
Updated
Oct 7 closing price
Net Assets
3.74B
VSTSX
Price
$315.99
Change
-$1.49 (-0.47%)
Updated
Oct 7 closing price
Net Assets
2.02T
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CHTVX vs VSTSX

Header iconCHTVX vs VSTSX Comparison
Open Charts CHTVX vs VSTSXBanner chart's image
Invesco Charter R5
Price$24.46
Change-$0.12 (-0.49%)
VolumeN/A
Net Assets3.74B
Vanguard Total Stock Mkt Idx Instl Sel
Price$315.99
Change-$1.49 (-0.47%)
VolumeN/A
Net Assets2.02T
CHTVX vs VSTSX Comparison Chart in %
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CHTVX vs. VSTSX commentary
Oct 08, 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: 2.02T vs. CHTVX (3.74B). VSTSX pays higher dividends than CHTVX: VSTSX (1.15) vs CHTVX (0.61). 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 : 18.37 vs. CHTVX (11.87). VSTSX return over 5 years is better than : 89.22 vs. CHTVX (42.59).
CHTVXVSTSXCHTVX / VSTSX
Total Expense Ratio0.750.017,500%
Annual Report Gross Expense Ratio0.750.017,500%
Fund Existence34 years9 years-
Gain YTD14.59214.402101%
Front LoadN/AN/A-
Min. Initial Investment100000050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B2.02T0%
Annual Yield % from dividends0.611.1553%
Returns for 1 year11.8718.3765%
Returns for 3 years62.0882.2076%
Returns for 5 years42.5989.2248%
Returns for 10 years27.08N/A-
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