CHTYX
Price
$22.06
Change
+$0.04 (+0.18%)
Updated
Aug 27 closing price
Net Assets
3.63B
VTSAX
Price
$155.25
Change
+$0.42 (+0.27%)
Updated
Aug 27 closing price
Net Assets
1.91T
Interact to see
Advertisement

CHTYX vs VTSAX

Header iconCHTYX vs VTSAX Comparison
Open Charts CHTYX vs VTSAXBanner chart's image
Invesco Charter Y
Price$22.06
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets3.63B
Vanguard Total Stock Mkt Idx Adm
Price$155.25
Change+$0.42 (+0.27%)
VolumeN/A
Net Assets1.91T
CHTYX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CHTYX vs. VTSAX commentary
Aug 28, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. CHTYX (3.63B). VTSAX pays higher dividends than CHTYX: VTSAX (1.18) vs CHTYX (0.67). 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 : 14.89 vs. CHTYX (9.30). VTSAX return over 5 years is better than : 79.74 vs. CHTYX (31.81).
CHTYXVTSAXCHTYX / VTSAX
Total Expense Ratio0.760.041,900%
Annual Report Gross Expense Ratio0.760.041,900%
Fund Existence17 years25 years-
Gain YTD10.8209.836110%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B1.91T0%
Annual Yield % from dividends0.671.1857%
Returns for 1 year9.3014.8962%
Returns for 3 years38.9956.6269%
Returns for 5 years31.8179.7440%
Returns for 10 years16.28220.827%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MYGN5.930.12
+2.07%
Myriad Genetics
RSSS3.080.05
+1.65%
Research Solutions
IBO0.580.01
+1.03%
Impact BioMedical Inc.
LOGI103.070.61
+0.60%
Logitech International SA
IHS7.23-0.10
-1.36%
IHS Holding Limited