CHTRX
Price
$22.96
Change
+$0.09 (+0.39%)
Updated
Dec 3 closing price
Net Assets
3.74B
VITSX
Price
$163.84
Change
+$0.68 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
Interact to see
Advertisement

CHTRX vs VITSX

Header iconCHTRX vs VITSX Comparison
Open Charts CHTRX vs VITSXBanner chart's image
Invesco Charter A
Price$22.96
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets3.74B
Vanguard Total Stock Market Idx I
Price$163.84
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
CHTRX vs VITSX Comparison Chart in %
View a ticker or compare two or three
VS
CHTRX vs. VITSX commentary
Dec 04, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.05T vs. CHTRX (3.74B). VITSX pays higher dividends than CHTRX: VITSX (1.11) 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 : 11.44 vs. CHTRX (4.57). VITSX return over 5 years is better than : 77.22 vs. CHTRX (31.98).
CHTRXVITSXCHTRX / VITSX
Total Expense Ratio1.010.033,367%
Annual Report Gross Expense Ratio1.010.033,367%
Fund Existence57 years28 years-
Gain YTD15.43515.512100%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B2.05T0%
Annual Yield % from dividends0.441.1139%
Returns for 1 year4.5711.4440%
Returns for 3 years43.7164.4568%
Returns for 5 years31.9877.2241%
Returns for 10 years18.96223.658%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MOBBW2.500.23
+10.13%
Mobilicom Limited
LWAY24.43-0.23
-0.93%
Lifeway Foods
FSLY11.65-0.11
-0.94%
Fastly
SSB88.87-1.18
-1.31%
SouthState Corp
MI4.03-0.06
-1.59%
NFT Limited