CHTCX
Price
$19.93
Change
+$0.08 (+0.40%)
Updated
Dec 3 closing price
Net Assets
3.74B
VTSAX
Price
$163.82
Change
+$0.69 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
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CHTCX vs VTSAX

Header iconCHTCX vs VTSAX Comparison
Open Charts CHTCX vs VTSAXBanner chart's image
Invesco Charter C
Price$19.93
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets3.74B
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
CHTCX vs VTSAX Comparison Chart in %
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CHTCX vs. VTSAX commentary
Dec 04, 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 CHTCX is a Buy and VTSAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. CHTCX (3.74B). VTSAX pays higher dividends than CHTCX: VTSAX (1.11) vs CHTCX (0.00). CHTCX was incepted earlier than VTSAX: CHTCX (28 years) vs VTSAX (25 years). CHTCX (1.76) is less costly to investors than VTSAX (0.04). CHTCX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). CHTCX has a lower initial minimum investment than VTSAX: CHTCX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.45 vs. CHTCX (2.80). VTSAX return over 5 years is better than : 77.21 vs. CHTCX (22.37).
CHTCXVTSAXCHTCX / VTSAX
Total Expense Ratio1.760.044,400%
Annual Report Gross Expense Ratio1.760.044,400%
Fund Existence28 years25 years-
Gain YTD14.65015.51394%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B2.05T0%
Annual Yield % from dividends0.001.11-
Returns for 1 year2.8011.4524%
Returns for 3 years37.6964.4658%
Returns for 5 years22.3777.2129%
Returns for 10 years3.53223.732%
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