CHTYX
Price
$21.59
Change
+$0.12 (+0.56%)
Updated
Aug 6 closing price
Net Assets
3.57B
VITSX
Price
$151.50
Change
+$0.98 (+0.65%)
Updated
Aug 6 closing price
Net Assets
1.91T
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CHTYX vs VITSX

Header iconCHTYX vs VITSX Comparison
Open Charts CHTYX vs VITSXBanner chart's image
Invesco Charter Y
Price$21.59
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets3.57B
Vanguard Total Stock Market Idx I
Price$151.50
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
CHTYX vs VITSX Comparison Chart in %
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CHTYX vs. VITSX commentary
Aug 08, 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 StrongBuy and VITSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. CHTYX (3.57B). VITSX pays higher dividends than CHTYX: VITSX (1.19) vs CHTYX (0.67). CHTYX was incepted earlier than VITSX: CHTYX (17 years) vs VITSX (28 years). CHTYX (0.76) is less costly to investors than VITSX (0.03). CHTYX is a more actively managed with annual turnover of: 37.00 vs. VITSX (2.00). CHTYX has a lower initial minimum investment than VITSX: CHTYX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 20.03 vs. CHTYX (14.41). VITSX return over 5 years is better than : 82.73 vs. CHTYX (33.89).
CHTYXVITSXCHTYX / VITSX
Total Expense Ratio0.760.032,533%
Annual Report Gross Expense Ratio0.760.032,533%
Fund Existence17 years28 years-
Gain YTD8.0526.763119%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B1.91T0%
Annual Yield % from dividends0.671.1957%
Returns for 1 year14.4120.0372%
Returns for 3 years33.8649.2669%
Returns for 5 years33.8982.7341%
Returns for 10 years7.82199.254%
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