CHTYX
Price
$18.62
Change
+$0.35 (+1.92%)
Updated
Apr 24 closing price
Net Assets
3.12B
VSTSX
Price
$257.84
Change
+$5.26 (+2.08%)
Updated
Apr 24 closing price
Net Assets
1.7T
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CHTYX vs VSTSX

Header iconCHTYX vs VSTSX Comparison
Open Charts CHTYX vs VSTSXBanner chart's image
Invesco Charter Y
Price$18.62
Change+$0.35 (+1.92%)
VolumeN/A
Net Assets3.12B
Vanguard Total Stock Mkt Idx Instl Sel
Price$257.84
Change+$5.26 (+2.08%)
VolumeN/A
Net Assets1.7T
CHTYX vs VSTSX Comparison Chart
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CHTYX vs. VSTSX commentary
Apr 25, 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 Buy and VSTSX is a Buy.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. CHTYX (3.12B). VSTSX pays higher dividends than CHTYX: VSTSX (1.37) vs CHTYX (0.76). CHTYX was incepted earlier than VSTSX: CHTYX (17 years) vs VSTSX (9 years). CHTYX (0.76) is less costly to investors than VSTSX (0.01). CHTYX is a more actively managed with annual turnover of: 37.00 vs. VSTSX (2.00). CHTYX has a lower initial minimum investment than VSTSX: CHTYX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 5.29 vs. CHTYX (0.49). VSTSX return over 5 years is better than : 86.89 vs. CHTYX (33.69).
CHTYXVSTSXCHTYX / VSTSX
Total Expense Ratio0.760.017,600%
Annual Report Gross Expense Ratio0.760.017,600%
Fund Existence17 years9 years-
Gain YTD-8.052-9.01789%
Front LoadN/AN/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.12B1.7T0%
Annual Yield % from dividends0.761.3756%
Returns for 1 year0.495.299%
Returns for 3 years8.9422.6539%
Returns for 5 years33.6986.8939%
Returns for 10 years-9.74N/A-
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