CHTVX
Price
$24.98
Change
+$0.10 (+0.40%)
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

CHTVX vs VSTSX

Header iconCHTVX vs VSTSX Comparison
Open Charts CHTVX vs VSTSXBanner chart's image
Invesco Charter R5
Price$24.98
Change+$0.10 (+0.40%)
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
CHTVX vs VSTSX Comparison Chart in %
View a ticker or compare two or three
VS
CHTVX 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 CHTVX is a Buy and VSTSX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.05T vs. CHTVX (3.74B). VSTSX pays higher dividends than CHTVX: VSTSX (1.12) vs CHTVX (0.60). CHTVX was incepted earlier than VSTSX: CHTVX (34 years) vs VSTSX (9 years). CHTVX (0.75) is less costly to investors than VSTSX (0.01). CHTVX is a more actively managed with annual turnover of: 37.00 vs. VSTSX (2.00). CHTVX has a lower initial minimum investment than VSTSX: CHTVX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.46 vs. CHTVX (5.34). VSTSX return over 5 years is better than : 77.33 vs. CHTVX (36.73).
CHTVXVSTSXCHTVX / VSTSX
Total Expense Ratio0.750.017,500%
Annual Report Gross Expense Ratio0.750.017,500%
Fund Existence34 years9 years-
Gain YTD15.66415.527101%
Front LoadN/AN/A-
Min. Initial Investment100000050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B2.05T0%
Annual Yield % from dividends0.601.1253%
Returns for 1 year5.3411.4647%
Returns for 3 years46.5064.5472%
Returns for 5 years36.7377.3347%
Returns for 10 years27.78N/A-
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 %
NWBI12.260.22
+1.83%
Northwest Bancshares
POOL244.741.37
+0.56%
Pool Corp
PCTTU17.80N/A
N/A
PureCycle Technologies
MG11.70-0.30
-2.50%
Mistras Group
NTRB4.66-0.28
-5.67%
Nutriband