CHTRX
Price
$21.85
Change
-$0.13 (-0.59%)
Updated
Sep 5 closing price
Net Assets
3.64B
VITSX
Price
$155.58
Change
-$0.30 (-0.19%)
Updated
Sep 5 closing price
Net Assets
1.95T
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CHTRX vs VITSX

Header iconCHTRX vs VITSX Comparison
Open Charts CHTRX vs VITSXBanner chart's image
Invesco Charter A
Price$21.85
Change-$0.13 (-0.59%)
VolumeN/A
Net Assets3.64B
Vanguard Total Stock Market Idx I
Price$155.58
Change-$0.30 (-0.19%)
VolumeN/A
Net Assets1.95T
CHTRX vs VITSX Comparison Chart in %
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CHTRX vs. VITSX commentary
Sep 08, 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 Buy and VITSX is a Buy.

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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.95T vs. CHTRX (3.64B). VITSX pays higher dividends than CHTRX: VITSX (1.17) vs CHTRX (0.46). 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 : 18.04 vs. CHTRX (11.40). VITSX return over 5 years is better than : 84.98 vs. CHTRX (34.38).
CHTRXVITSXCHTRX / VITSX
Total Expense Ratio1.010.033,367%
Annual Report Gross Expense Ratio1.010.033,367%
Fund Existence57 years28 years-
Gain YTD10.57710.352102%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B1.95T0%
Annual Yield % from dividends0.461.1739%
Returns for 1 year11.4018.0463%
Returns for 3 years43.4463.6668%
Returns for 5 years34.3884.9840%
Returns for 10 years15.38224.857%
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