CHTCX
Price
$18.85
Change
+$0.08 (+0.43%)
Updated
Jul 25 closing price
Net Assets
3.64B
VTSAX
Price
$152.65
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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CHTCX vs VTSAX

Header iconCHTCX vs VTSAX Comparison
Open Charts CHTCX vs VTSAXBanner chart's image
Invesco Charter C
Price$18.85
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets3.64B
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CHTCX vs VTSAX Comparison Chart in %
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CHTCX vs. VTSAX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. CHTCX (3.64B). VTSAX pays higher dividends than CHTCX: VTSAX (1.21) 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 : 17.75 vs. CHTCX (10.56). VTSAX return over 5 years is better than : 93.55 vs. CHTCX (31.45).
CHTCXVTSAXCHTCX / VTSAX
Total Expense Ratio1.760.044,400%
Annual Report Gross Expense Ratio1.760.044,400%
Fund Existence28 years25 years-
Gain YTD9.1498.289110%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B1.91T0%
Annual Yield % from dividends0.001.21-
Returns for 1 year10.5617.7559%
Returns for 3 years36.2060.6360%
Returns for 5 years31.4593.5534%
Returns for 10 years-7.02201.64-3%
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