CHTVX
Price
$22.09
Change
-$0.01 (-0.05%)
Updated
Sep 20 closing price
VTSAX
Price
$136.96
Change
-$0.34 (-0.25%)
Updated
Sep 20 closing price
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CHTVX vs VTSAX

Header iconCHTVX vs VTSAX Comparison
Open Charts CHTVX vs VTSAXBanner chart's image
Invesco Charter R5
Price$22.09
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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CHTVX vs VTSAX Comparison Chart
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VS
CHTVX vs. VTSAX 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 VTSAX is a Buy.

FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. CHTVX (3.47B). VTSAX pays higher dividends than CHTVX: VTSAX (1.35) vs CHTVX (0.50). CHTVX was incepted earlier than VTSAX: CHTVX (33 years) vs VTSAX (24 years). CHTVX is a more actively managed with annual turnover of: 84.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than CHTVX: VTSAX (3000) vs CHTVX (1000000). VTSAX annual gain was more profitable for investors over the last year : 31.56 vs. CHTVX (24.80). VTSAX return over 5 years is better than : 85.68 vs. CHTVX (23.28).
CHTVXVTSAXCHTVX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence33 years24 years-
Gain YTD20.57918.645110%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets3.47B1.72T0%
Annual Yield % from dividends0.501.3537%
Returns for 1 year24.8031.5679%
Returns for 3 years2.8625.3511%
Returns for 5 years23.2885.6827%
Returns for 10 years-1.83188.32-1%
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