CHTRX
Price
$21.74
Change
-$0.05 (-0.23%)
Updated
Aug 15 closing price
Net Assets
3.63B
VITSX
Price
$154.06
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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CHTRX vs VITSX

Header iconCHTRX vs VITSX Comparison
Open Charts CHTRX vs VITSXBanner chart's image
Invesco Charter A
Price$21.74
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets3.63B
Vanguard Total Stock Market Idx I
Price$154.06
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
CHTRX vs VITSX Comparison Chart in %
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CHTRX vs. VITSX commentary
Aug 18, 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: 1.91T vs. CHTRX (3.63B). VITSX pays higher dividends than CHTRX: VITSX (1.19) vs CHTRX (0.47). 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 : 16.21 vs. CHTRX (9.95). VITSX return over 5 years is better than : 85.84 vs. CHTRX (35.25).
CHTRXVITSXCHTRX / VITSX
Total Expense Ratio1.010.033,367%
Annual Report Gross Expense Ratio1.010.033,367%
Fund Existence57 years28 years-
Gain YTD10.0209.274108%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B1.91T0%
Annual Yield % from dividends0.471.1939%
Returns for 1 year9.9516.2161%
Returns for 3 years30.3446.8265%
Returns for 5 years35.2585.8441%
Returns for 10 years7.97203.164%
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