CHTVX
Price
$23.19
Change
+$0.23 (+1.00%)
Updated
Jul 3 closing price
Net Assets
3.56B
VSTSX
Price
$295.41
Change
+$2.52 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

CHTVX vs VSTSX

Header iconCHTVX vs VSTSX Comparison
Open Charts CHTVX vs VSTSXBanner chart's image
Invesco Charter R5
Price$23.19
Change+$0.23 (+1.00%)
VolumeN/A
Net Assets3.56B
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
CHTVX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CHTVX vs. VSTSX commentary
Jul 04, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. CHTVX (3.56B). VSTSX pays higher dividends than CHTVX: VSTSX (1.23) vs CHTVX (0.65). 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 : 12.94 vs. CHTVX (8.11). VSTSX return over 5 years is better than : 94.09 vs. CHTVX (47.92).
CHTVXVSTSXCHTVX / VSTSX
Total Expense Ratio0.750.017,500%
Annual Report Gross Expense Ratio0.750.017,500%
Fund Existence34 years9 years-
Gain YTD7.0405.519128%
Front LoadN/AN/A-
Min. Initial Investment100000050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.56B1.82T0%
Annual Yield % from dividends0.651.2353%
Returns for 1 year8.1112.9463%
Returns for 3 years43.5360.8272%
Returns for 5 years47.9294.0951%
Returns for 10 years13.00N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PBI11.480.27
+2.41%
Pitney Bowes
HPE21.340.09
+0.42%
Hewlett Packard Enterprise Company
CISO1.20N/A
N/A
CISO Global
WOR65.35-0.40
-0.61%
Worthington Enterprises
TAYD44.46-0.93
-2.05%
Taylor Devices