CHTYX
Price
$18.62
Change
+$0.35 (+1.92%)
Updated
Apr 24 closing price
Net Assets
3.12B
VTSMX
Price
$130.91
Change
+$2.67 (+2.08%)
Updated
Apr 24 closing price
Net Assets
1.7T
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CHTYX vs VTSMX

Header iconCHTYX vs VTSMX Comparison
Open Charts CHTYX vs VTSMXBanner chart's image
Invesco Charter Y
Price$18.62
Change+$0.35 (+1.92%)
VolumeN/A
Net Assets3.12B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
CHTYX vs VTSMX Comparison Chart
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CHTYX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. CHTYX (3.12B). VTSMX pays higher dividends than CHTYX: VTSMX (1.25) vs CHTYX (0.76). 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 : 5.27 vs. CHTYX (0.49). VTSMX return over 5 years is better than : 86.77 vs. CHTYX (33.69).
CHTYXVTSMXCHTYX / VTSMX
Total Expense Ratio0.760.14543%
Annual Report Gross Expense Ratio0.760.14543%
Fund Existence17 years33 years-
Gain YTD-8.052-9.02389%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.12B1.7T0%
Annual Yield % from dividends0.761.2561%
Returns for 1 year0.495.279%
Returns for 3 years8.9422.5640%
Returns for 5 years33.6986.7739%
Returns for 10 years-9.74150.14-6%
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