CHTYX
Price
$20.41
Change
+$0.01 (+0.05%)
Updated
Jun 18 closing price
Net Assets
3.43B
VTSAX
Price
$143.17
Change
+$0.06 (+0.04%)
Updated
Jun 18 closing price
Net Assets
1.82T
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CHTYX vs VTSAX

Header iconCHTYX vs VTSAX Comparison
Open Charts CHTYX vs VTSAXBanner chart's image
Invesco Charter Y
Price$20.41
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.43B
Vanguard Total Stock Mkt Idx Adm
Price$143.17
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.82T
CHTYX vs VTSAX Comparison Chart in %
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CHTYX vs. VTSAX commentary
Jun 19, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CHTYX (3.43B). VTSAX pays higher dividends than CHTYX: VTSAX (1.28) vs CHTYX (0.72). CHTYX was incepted earlier than VTSAX: CHTYX (17 years) vs VTSAX (25 years). CHTYX (0.76) is less costly to investors than VTSAX (0.04). CHTYX is a more actively managed with annual turnover of: 37.00 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 : 9.28 vs. CHTYX (5.22). VTSAX return over 5 years is better than : 87.84 vs. CHTYX (39.43).
CHTYXVTSAXCHTYX / VTSAX
Total Expense Ratio0.760.041,900%
Annual Report Gross Expense Ratio0.760.041,900%
Fund Existence17 years25 years-
Gain YTD3.3221.507220%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.43B1.82T0%
Annual Yield % from dividends0.721.2856%
Returns for 1 year5.229.2856%
Returns for 3 years42.9860.4071%
Returns for 5 years39.4387.8445%
Returns for 10 years0.82177.940%
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