CHTYX
Price
$20.58
Change
-$0.01 (-0.05%)
Updated
Sep 20 closing price
VTSMX
Price
$136.92
Change
-$0.33 (-0.24%)
Updated
Sep 20 closing price
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CHTYX vs VTSMX

Header iconCHTYX vs VTSMX Comparison
Open Charts CHTYX vs VTSMXBanner chart's image
Invesco Charter Y
Price$20.58
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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CHTYX vs VTSMX Comparison Chart
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VS
CHTYX vs. VTSMX 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 VTSMX is a Buy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CHTYX (3.47B). VTSMX pays higher dividends than CHTYX: VTSMX (1.26) vs CHTYX (0.52). CHTYX was incepted earlier than VTSMX: CHTYX (16 years) vs VTSMX (32 years). CHTYX is a more actively managed with annual turnover of: 84.00 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 : 31.53 vs. CHTYX (24.32). VTSMX return over 5 years is better than : 85.64 vs. CHTYX (19.32).
CHTYXVTSMXCHTYX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years32 years-
Gain YTD20.56218.617110%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.47B1.72T0%
Annual Yield % from dividends0.521.2641%
Returns for 1 year24.3231.5377%
Returns for 3 years1.3525.355%
Returns for 5 years19.3285.6423%
Returns for 10 years-6.87187.59-4%
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