CHTCX
Price
$18.57
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
3.73B
VTSMX
Price
$165.31
Change
-$0.09 (-0.05%)
Updated
Dec 26 closing price
Net Assets
2.06T
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CHTCX vs VTSMX

Header iconCHTCX vs VTSMX Comparison
Open Charts CHTCX vs VTSMXBanner chart's image
Invesco Charter C
Price$18.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.73B
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
CHTCX vs VTSMX Comparison Chart in %
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CHTCX vs. VTSMX commentary
Dec 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 Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. CHTCX (3.73B). 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 : 14.32 vs. CHTCX (4.97). VTSMX return over 5 years is better than : 76.71 vs. CHTCX (16.21).
CHTCXVTSMXCHTCX / VTSMX
Total Expense Ratio1.760.141,257%
Annual Report Gross Expense Ratio1.760.141,257%
Fund Existence28 years34 years-
Gain YTD7.52717.31343%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.73B2.06T0%
Annual Yield % from dividends0.001.02-
Returns for 1 year4.9714.3235%
Returns for 3 years42.0878.6753%
Returns for 5 years16.2176.7121%
Returns for 10 years12.03232.185%
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