CHTYX
Price
$20.58
Change
+$0.24 (+1.18%)
Updated
Jan 21 closing price
Net Assets
3.57B
VFINX
Price
$558.59
Change
+$4.86 (+0.88%)
Updated
Jan 21 closing price
Net Assets
1.35T
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CHTYX vs VFINX

Header iconCHTYX vs VFINX Comparison
Open Charts CHTYX vs VFINXBanner chart's image
Invesco Charter Y
Price$20.58
Change+$0.24 (+1.18%)
VolumeN/A
Net Assets3.57B
Vanguard 500 Index Investor
Price$558.59
Change+$4.86 (+0.88%)
VolumeN/A
Net Assets1.35T
CHTYX vs VFINX Comparison Chart
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CHTYX vs. VFINX commentary
Jan 22, 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: 1.35T vs. CHTYX (3.57B). VFINX pays higher dividends than CHTYX: VFINX (1.24) vs CHTYX (0.52). CHTYX was incepted earlier than VFINX: CHTYX (16 years) vs VFINX (48 years). CHTYX is a more actively managed with annual turnover of: 84.00 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 : 24.81 vs. CHTYX (20.01). VFINX return over 5 years is better than : 82.02 vs. CHTYX (28.34).
CHTYXVFINXCHTYX / VFINX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years48 years-
Gain YTD3.5732.901123%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B1.35T0%
Annual Yield % from dividends0.521.2442%
Returns for 1 year20.0124.8181%
Returns for 3 years18.1037.6648%
Returns for 5 years28.3482.0235%
Returns for 10 years4.58195.312%
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