CHTYX
Price
$20.01
Change
+$0.22 (+1.11%)
Updated
Dec 20 closing price
VTSMX
Price
$142.64
Change
+$1.57 (+1.11%)
Updated
Dec 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$20.01
Change+$0.22 (+1.11%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
CHTYX vs VTSMX Comparison Chart
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VS
CHTYX vs. VTSMX commentary
Dec 22, 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 StrongBuy and VTSMX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. CHTYX (3.53B). VTSMX pays higher dividends than CHTYX: VTSMX (1.26) vs CHTYX (0.52). CHTYX was incepted earlier than VTSMX: CHTYX (16 years) vs VTSMX (33 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 : 24.23 vs. CHTYX (18.68). VTSMX return over 5 years is better than : 79.24 vs. CHTYX (29.01).
CHTYXVTSMXCHTYX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years33 years-
Gain YTD18.05823.59677%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.53B1.84T0%
Annual Yield % from dividends0.521.2641%
Returns for 1 year18.6824.2377%
Returns for 3 years8.1024.1434%
Returns for 5 years29.0179.2437%
Returns for 10 years0.07184.080%
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