CHTRX
Price
$22.37
Change
+$0.09 (+0.40%)
Updated
Oct 17 closing price
Net Assets
3.69B
VSTSX
Price
$313.67
Change
+$1.37 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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CHTRX vs VSTSX

Header iconCHTRX vs VSTSX Comparison
Open Charts CHTRX vs VSTSXBanner chart's image
Invesco Charter A
Price$22.37
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets3.69B
Vanguard Total Stock Mkt Idx Instl Sel
Price$313.67
Change+$1.37 (+0.44%)
VolumeN/A
Net Assets2.02T
CHTRX vs VSTSX Comparison Chart in %
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CHTRX vs. VSTSX commentary
Oct 19, 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 VSTSX is a Hold.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.02T vs. CHTRX (3.69B). VSTSX pays higher dividends than CHTRX: VSTSX (1.15) vs CHTRX (0.45). CHTRX was incepted earlier than VSTSX: CHTRX (57 years) vs VSTSX (9 years). CHTRX (1.01) is less costly to investors than VSTSX (0.01). CHTRX is a more actively managed with annual turnover of: 37.00 vs. VSTSX (2.00). CHTRX has a lower initial minimum investment than VSTSX: CHTRX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 13.82 vs. CHTRX (6.59). VSTSX return over 5 years is better than : 85.01 vs. CHTRX (34.99).
CHTRXVSTSXCHTRX / VSTSX
Total Expense Ratio1.010.0110,100%
Annual Report Gross Expense Ratio1.010.0110,100%
Fund Existence57 years9 years-
Gain YTD13.20913.029101%
Front Load6%N/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B2.02T0%
Annual Yield % from dividends0.451.1539%
Returns for 1 year6.5913.8248%
Returns for 3 years54.0276.1671%
Returns for 5 years34.9985.0141%
Returns for 10 years17.01N/A-
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