CHTRX
Price
$21.85
Change
-$0.13 (-0.59%)
Updated
Sep 5 closing price
Net Assets
3.64B
VSTSX
Price
$306.33
Change
-$0.60 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
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CHTRX vs VSTSX

Header iconCHTRX vs VSTSX Comparison
Open Charts CHTRX vs VSTSXBanner chart's image
Invesco Charter A
Price$21.85
Change-$0.13 (-0.59%)
VolumeN/A
Net Assets3.64B
Vanguard Total Stock Mkt Idx Instl Sel
Price$306.33
Change-$0.60 (-0.20%)
VolumeN/A
Net Assets1.95T
CHTRX vs VSTSX Comparison Chart in %
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CHTRX vs. VSTSX 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 VSTSX is a Buy.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. CHTRX (3.64B). VSTSX pays higher dividends than CHTRX: VSTSX (1.17) vs CHTRX (0.46). 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 : 18.06 vs. CHTRX (11.40). VSTSX return over 5 years is better than : 85.09 vs. CHTRX (34.38).
CHTRXVSTSXCHTRX / VSTSX
Total Expense Ratio1.010.0110,100%
Annual Report Gross Expense Ratio1.010.0110,100%
Fund Existence57 years9 years-
Gain YTD10.57710.361102%
Front Load6%N/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B1.95T0%
Annual Yield % from dividends0.461.1739%
Returns for 1 year11.4018.0663%
Returns for 3 years43.4463.7668%
Returns for 5 years34.3885.0940%
Returns for 10 years15.38N/A-
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