CHTRX
Price
$22.89
Change
+$0.01 (+0.04%)
Updated
Nov 12 closing price
Net Assets
3.75B
VITSX
Price
$163.49
Change
+$0.09 (+0.06%)
Updated
Nov 12 closing price
Net Assets
2.05T
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CHTRX vs VITSX

Header iconCHTRX vs VITSX Comparison
Open Charts CHTRX vs VITSXBanner chart's image
Invesco Charter A
Price$22.89
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.75B
Vanguard Total Stock Market Idx I
Price$163.49
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
CHTRX vs VITSX Comparison Chart in %
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CHTRX vs. VITSX 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 CHTRX is a Hold and VITSX is a Hold.

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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.05T vs. CHTRX (3.75B). VITSX pays higher dividends than CHTRX: VITSX (1.12) vs CHTRX (0.44). CHTRX was incepted earlier than VITSX: CHTRX (57 years) vs VITSX (28 years). CHTRX (1.01) is less costly to investors than VITSX (0.03). CHTRX is a more actively managed with annual turnover of: 37.00 vs. VITSX (2.00). CHTRX has a lower initial minimum investment than VITSX: CHTRX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 13.43 vs. CHTRX (5.90). VITSX return over 5 years is better than : 84.03 vs. CHTRX (34.10).
CHTRXVITSXCHTRX / VITSX
Total Expense Ratio1.010.033,367%
Annual Report Gross Expense Ratio1.010.033,367%
Fund Existence57 years28 years-
Gain YTD15.84015.98799%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.75B2.05T0%
Annual Yield % from dividends0.441.1239%
Returns for 1 year5.9013.4344%
Returns for 3 years48.9268.2672%
Returns for 5 years34.1084.0341%
Returns for 10 years22.16236.109%
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