CHTYX
Price
$21.59
Change
+$0.12 (+0.56%)
Updated
Aug 6 closing price
Net Assets
3.57B
VTSMX
Price
$151.44
Change
+$0.98 (+0.65%)
Updated
Aug 6 closing price
Net Assets
1.91T
Interact to see
Advertisement

CHTYX vs VTSMX

Header iconCHTYX vs VTSMX Comparison
Open Charts CHTYX vs VTSMXBanner chart's image
Invesco Charter Y
Price$21.59
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets3.57B
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
CHTYX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CHTYX vs. VTSMX commentary
Aug 08, 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 StrongBuy and VTSMX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CHTYX (3.57B). 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 : 20.02 vs. CHTYX (14.41). VTSMX return over 5 years is better than : 82.72 vs. CHTYX (33.89).
CHTYXVTSMXCHTYX / VTSMX
Total Expense Ratio0.760.14543%
Annual Report Gross Expense Ratio0.760.14543%
Fund Existence17 years33 years-
Gain YTD8.0526.754119%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B1.91T0%
Annual Yield % from dividends0.671.0962%
Returns for 1 year14.4120.0272%
Returns for 3 years33.8649.2269%
Returns for 5 years33.8982.7241%
Returns for 10 years7.82198.644%
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 %
AEI1.200.02
+1.69%
Alset
TFPM24.770.31
+1.27%
Triple Flag Precious Metals Corp
SGMO0.53N/A
-0.02%
Sangamo Therapeutics
RF24.93-0.25
-0.99%
Regions Financial Corp
MERC3.17-0.07
-2.16%
Mercer International