CHTRX
Price
$21.39
Change
-$1.13 (-5.02%)
Updated
Feb 3 closing price
Net Assets
3.7B
VTSAX
Price
$165.45
Change
+$4.47 (+2.78%)
Updated
Feb 3 closing price
Net Assets
2.06T
Interact to see
Advertisement

CHTRX vs VTSAX

Header iconCHTRX vs VTSAX Comparison
Open Charts CHTRX vs VTSAXBanner chart's image
Invesco Charter A
Price$21.39
Change-$1.13 (-5.02%)
VolumeN/A
Net Assets3.7B
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
VolumeN/A
Net Assets2.06T
CHTRX vs VTSAX Comparison Chart in %
View a ticker or compare two or three
VS
CHTRX vs. VTSAX commentary
Feb 04, 2026

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 VTSAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. CHTRX (3.7B). VTSAX pays higher dividends than CHTRX: VTSAX (1.09) vs CHTRX (0.22). CHTRX was incepted earlier than VTSAX: CHTRX (57 years) vs VTSAX (25 years). CHTRX (1.01) is less costly to investors than VTSAX (0.04). CHTRX is a more actively managed with annual turnover of: 36.00 vs. VTSAX (2.00). CHTRX has a lower initial minimum investment than VTSAX: CHTRX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.80 vs. CHTRX (5.82). VTSAX return over 5 years is better than : 68.23 vs. CHTRX (19.98).
CHTRXVTSAXCHTRX / VTSAX
Total Expense Ratio1.010.042,525%
Annual Report Gross Expense Ratio1.010.042,525%
Fund Existence57 years25 years-
Gain YTD0.1871.37914%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.7B2.06T0%
Annual Yield % from dividends0.221.0920%
Returns for 1 year5.8214.8039%
Returns for 3 years36.5764.0357%
Returns for 5 years19.9868.2329%
Returns for 10 years40.11270.9215%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
CRYPTO / NAMEPrice $Chg $Chg %
BOME.X0.0004700.000001
+0.30%
BOOK OF MEME cryptocurrency
XVG.X0.005639-0.000186
-3.20%
Verge cryptocurrency
QNT.X65.856125-2.282249
-3.35%
Quant cryptocurrency
PIVX.X0.114259-0.004098
-3.46%
PIVX cryptocurrency
LINA.X0.000026-0.000003
-8.82%
Linear Finance cryptocurrency