CHTVX
Price
$18.87
Change
+$0.09 (+0.48%)
Updated
Dec 8, 6:59 PM EST
VTSAX
Price
$111.39
Change
+$0.50 (+0.45%)
Updated
Dec 8, 6:59 PM EST
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Compare predictions CHTVX vs VTSAX

Header iconCHTVX vs VTSAX Comparison
Open Charts CHTVX vs VTSAXBanner chart's image
Invesco Charter R5
Price$18.87
Change+$0.09 (+0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$111.39
Change+$0.50 (+0.45%)
VolumeN/A
CapitalizationN/A
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CHTVX vs VTSAX Comparison Chart

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VS
CHTVX vs. VTSAX commentary
Dec 10, 2023

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: 1.39T vs. CHTVX (3.02B). VTSAX pays higher dividends than CHTVX: VTSAX (1.47) vs CHTVX (0.87). CHTVX was incepted earlier than VTSAX: CHTVX (32 years) vs VTSAX (23 years). CHTVX (0.75) is less costly to investors than VTSAX (0.04). CHTVX is a more actively managed with annual turnover of: 52.00 vs. VTSAX (3.00). 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 : 15.58 vs. CHTVX (12.80). VTSAX return over 5 years is better than : 70.15 vs. CHTVX (8.67).
CHTVXVTSAXCHTVX / VTSAX
Total Expense Ratio0.750.041,875%
Annual Report Gross Expense Ratio0.750.041,875%
Fund Existence32 years23 years-
Gain YTD19.81019.742100%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRA1000000N/A-
Net Assets3.02B1.39T0%
Annual Yield % from dividends0.871.4759%
Returns for 1 year12.8015.5882%
Returns for 3 years1.4819.408%
Returns for 5 years8.6770.1512%
Returns for 10 years-11.53159.38-7%
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