CHTYX
Price
$22.41
Change
+$0.11 (+0.49%)
Updated
Nov 19 closing price
Net Assets
3.62B
VFINX
Price
$613.93
Change
+$2.32 (+0.38%)
Updated
Nov 19 closing price
Net Assets
1.46T
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CHTYX vs VFINX

Header iconCHTYX vs VFINX Comparison
Open Charts CHTYX vs VFINXBanner chart's image
Invesco Charter Y
Price$22.41
Change+$0.11 (+0.49%)
VolumeN/A
Net Assets3.62B
Vanguard 500 Index Investor
Price$613.93
Change+$2.32 (+0.38%)
VolumeN/A
Net Assets1.46T
CHTYX vs VFINX Comparison Chart in %
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CHTYX vs. VFINX commentary
Nov 20, 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 CHTYX is a Hold and VFINX is a Hold.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. CHTYX (3.62B). VFINX pays higher dividends than CHTYX: VFINX (1.02) vs CHTYX (0.63). CHTYX was incepted earlier than VFINX: CHTYX (17 years) vs VFINX (49 years). CHTYX (0.76) is less costly to investors than VFINX (0.14). CHTYX is a more actively managed with annual turnover of: 37.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CHTYX: VFINX (0) vs CHTYX (1000). VFINX annual gain was more profitable for investors over the last year : 13.25 vs. CHTYX (4.44). VFINX return over 5 years is better than : 86.39 vs. CHTYX (32.68).
CHTYXVFINXCHTYX / VFINX
Total Expense Ratio0.760.14543%
Annual Report Gross Expense Ratio0.760.14543%
Fund Existence17 years49 years-
Gain YTD12.78313.63694%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B1.46T0%
Annual Yield % from dividends0.631.0262%
Returns for 1 year4.4413.2534%
Returns for 3 years45.7668.3467%
Returns for 5 years32.6886.3938%
Returns for 10 years17.64219.428%
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