CHTYX
Price
$22.06
Change
+$0.04 (+0.18%)
Updated
Aug 27 closing price
Net Assets
3.63B
VTSMX
Price
$155.21
Change
+$0.43 (+0.28%)
Updated
Aug 27 closing price
Net Assets
1.91T
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CHTYX vs VTSMX

Header iconCHTYX vs VTSMX Comparison
Open Charts CHTYX vs VTSMXBanner chart's image
Invesco Charter Y
Price$22.06
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets3.63B
Vanguard Total Stock Mkt Idx I
Price$155.21
Change+$0.43 (+0.28%)
VolumeN/A
Net Assets1.91T
CHTYX vs VTSMX Comparison Chart in %
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CHTYX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CHTYX (3.63B). VTSMX pays higher dividends than CHTYX: VTSMX (1.09) vs CHTYX (0.67). CHTYX was incepted earlier than VTSMX: CHTYX (17 years) vs VTSMX (33 years). CHTYX (0.76) is less costly to investors than VTSMX (0.14). CHTYX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). CHTYX has a lower initial minimum investment than VTSMX: CHTYX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.88 vs. CHTYX (9.30). VTSMX return over 5 years is better than : 79.72 vs. CHTYX (31.81).
CHTYXVTSMXCHTYX / VTSMX
Total Expense Ratio0.760.14543%
Annual Report Gross Expense Ratio0.760.14543%
Fund Existence17 years33 years-
Gain YTD10.8209.820110%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B1.91T0%
Annual Yield % from dividends0.671.0962%
Returns for 1 year9.3014.8862%
Returns for 3 years38.9956.5869%
Returns for 5 years31.8179.7240%
Returns for 10 years16.28220.087%
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