CHTYX
Price
$20.01
Change
+$0.22 (+1.11%)
Updated
Dec 20 closing price
VFIAX
Price
$548.86
Change
+$5.93 (+1.09%)
Updated
Dec 20 closing price
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CHTYX vs VFIAX

Header iconCHTYX vs VFIAX Comparison
Open Charts CHTYX vs VFIAXBanner chart's image
Invesco Charter Y
Price$20.01
Change+$0.22 (+1.11%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$548.86
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
CHTYX vs VFIAX Comparison Chart
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CHTYX vs. VFIAX commentary
Dec 22, 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 CHTYX is a StrongBuy and VFIAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. CHTYX (3.53B). VFIAX pays higher dividends than CHTYX: VFIAX (1.32) vs CHTYX (0.52). CHTYX was incepted earlier than VFIAX: CHTYX (16 years) vs VFIAX (24 years). CHTYX is a more actively managed with annual turnover of: 84.00 vs. VFIAX (2.00). CHTYX has a lower initial minimum investment than VFIAX: CHTYX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 25.43 vs. CHTYX (18.68). VFIAX return over 5 years is better than : 84.86 vs. CHTYX (29.01).
CHTYXVFIAXCHTYX / VFIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years24 years-
Gain YTD18.05824.79373%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.53B1.37T0%
Annual Yield % from dividends0.521.3239%
Returns for 1 year18.6825.4373%
Returns for 3 years8.1028.0729%
Returns for 5 years29.0184.8634%
Returns for 10 years0.07186.220%
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