CHTRX
Price
$22.96
Change
+$0.09 (+0.39%)
Updated
Dec 3 closing price
Net Assets
3.74B
VSTSX
Price
$322.60
Change
+$1.35 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
Interact to see
Advertisement

CHTRX vs VSTSX

Header iconCHTRX vs VSTSX Comparison
Open Charts CHTRX vs VSTSXBanner chart's image
Invesco Charter A
Price$22.96
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets3.74B
Vanguard Total Stock Mkt Idx Instl Sel
Price$322.60
Change+$1.35 (+0.42%)
VolumeN/A
Net Assets2.05T
CHTRX vs VSTSX Comparison Chart in %
View a ticker or compare two or three
VS
CHTRX vs. VSTSX 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 VSTSX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.05T vs. CHTRX (3.74B). VSTSX pays higher dividends than CHTRX: VSTSX (1.12) vs CHTRX (0.44). 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 : 11.46 vs. CHTRX (4.57). VSTSX return over 5 years is better than : 77.33 vs. CHTRX (31.98).
CHTRXVSTSXCHTRX / VSTSX
Total Expense Ratio1.010.0110,100%
Annual Report Gross Expense Ratio1.010.0110,100%
Fund Existence57 years9 years-
Gain YTD15.43515.52799%
Front Load6%N/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B2.05T0%
Annual Yield % from dividends0.441.1239%
Returns for 1 year4.5711.4640%
Returns for 3 years43.7164.5468%
Returns for 5 years31.9877.3341%
Returns for 10 years18.96N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JIUCX18.91N/A
N/A
JPMorgan Developed International Value C
FACEX17.14N/A
N/A
Frost Growth Equity Investor
OISGX15.50N/A
N/A
Optimum Small-Mid Cap Growth Instl
FMDRX33.70N/A
N/A
Franklin Mutual Global Discovery R6
GCAVX23.53N/A
N/A
GMO US Small Cap Value VI