CHTVX
Price
$22.09
Change
-$0.01 (-0.05%)
Updated
Sep 20 closing price
VSTSX
Price
$269.69
Change
-$0.67 (-0.25%)
Updated
Sep 20 closing price
Ad is loading...

CHTVX vs VSTSX

Header iconCHTVX vs VSTSX Comparison
Open Charts CHTVX vs VSTSXBanner chart's image
Invesco Charter R5
Price$22.09
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
CHTVX vs VSTSX Comparison Chart
Loading...
VS
CHTVX vs. VSTSX commentary
Sep 21, 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 Buy and VSTSX is a Buy.

FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. CHTVX (3.47B). VSTSX pays higher dividends than CHTVX: VSTSX (1.36) vs CHTVX (0.50). CHTVX was incepted earlier than VSTSX: CHTVX (33 years) vs VSTSX (8 years). CHTVX is a more actively managed with annual turnover of: 84.00 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 : 31.59 vs. CHTVX (24.80). VSTSX return over 5 years is better than : 85.77 vs. CHTVX (23.28).
CHTVXVSTSXCHTVX / VSTSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence33 years8 years-
Gain YTD20.57918.668110%
Front LoadN/AN/A-
Min. Initial Investment100000050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.47B1.72T0%
Annual Yield % from dividends0.501.3637%
Returns for 1 year24.8031.5978%
Returns for 3 years2.8625.4111%
Returns for 5 years23.2885.7727%
Returns for 10 years-1.83N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
NEM54.470.95
+1.78%
Newmont Corp
WU11.740.07
+0.60%
Western Union Company (The)
SMC35.91-0.48
-1.32%
Summit Midstream Corporation
NIC97.18-2.49
-2.50%
Nicolet BanksharesInc
RVP0.78-0.12
-13.33%
Retractable Technologies