CHTYX
Price
$20.58
Change
-$0.01 (-0.05%)
Updated
Sep 20 closing price
VTSAX
Price
$136.96
Change
-$0.34 (-0.25%)
Updated
Sep 20 closing price
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CHTYX vs VTSAX

Header iconCHTYX vs VTSAX Comparison
Open Charts CHTYX vs VTSAXBanner chart's image
Invesco Charter Y
Price$20.58
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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CHTYX vs VTSAX Comparison Chart
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VS
CHTYX vs. VTSAX commentary
Sep 21, 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 StrongSell and VTSAX is a Buy.

FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. CHTYX (3.47B). VTSAX pays higher dividends than CHTYX: VTSAX (1.35) vs CHTYX (0.52). CHTYX was incepted earlier than VTSAX: CHTYX (16 years) vs VTSAX (24 years). CHTYX is a more actively managed with annual turnover of: 84.00 vs. VTSAX (2.00). CHTYX has a lower initial minimum investment than VTSAX: CHTYX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 25.89 vs. CHTYX (24.32). VTSAX return over 5 years is better than : 82.99 vs. CHTYX (19.32).
CHTYXVTSAXCHTYX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years24 years-
Gain YTD20.56216.921122%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.47B1.72T0%
Annual Yield % from dividends0.521.3539%
Returns for 1 year24.3225.8994%
Returns for 3 years1.3521.346%
Returns for 5 years19.3282.9923%
Returns for 10 years-6.87179.72-4%
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