CHTCX
Price
$19.54
Change
-$0.34 (-1.71%)
Updated
Nov 13 closing price
Net Assets
3.68B
VTSMX
Price
$160.55
Change
-$2.87 (-1.76%)
Updated
Nov 13 closing price
Net Assets
2.05T
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CHTCX vs VTSMX

Header iconCHTCX vs VTSMX Comparison
Open Charts CHTCX vs VTSMXBanner chart's image
Invesco Charter C
Price$19.54
Change-$0.34 (-1.71%)
VolumeN/A
Net Assets3.68B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
CHTCX vs VTSMX Comparison Chart in %
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CHTCX vs. VTSMX commentary
Nov 14, 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 Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. CHTCX (3.68B). VTSMX pays higher dividends than CHTCX: VTSMX (1.02) vs CHTCX (0.00). CHTCX was incepted earlier than VTSMX: CHTCX (28 years) vs VTSMX (34 years). CHTCX (1.76) is less costly to investors than VTSMX (0.14). CHTCX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). CHTCX has a lower initial minimum investment than VTSMX: CHTCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. CHTCX (2.41). VTSMX return over 5 years is better than : 83.98 vs. CHTCX (22.28).
CHTCXVTSMXCHTCX / VTSMX
Total Expense Ratio1.760.141,257%
Annual Report Gross Expense Ratio1.760.141,257%
Fund Existence28 years34 years-
Gain YTD13.14415.97282%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B2.05T0%
Annual Yield % from dividends0.001.02-
Returns for 1 year2.4113.4218%
Returns for 3 years41.2968.2261%
Returns for 5 years22.2883.9827%
Returns for 10 years3.25235.401%
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