CHTVX
Price
$23.19
Change
+$0.23 (+1.00%)
Updated
Jul 3 closing price
Net Assets
3.59B
VSTSX
Price
$295.41
Change
+$2.52 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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CHTVX vs VSTSX

Header iconCHTVX vs VSTSX Comparison
Open Charts CHTVX vs VSTSXBanner chart's image
Invesco Charter R5
Price$23.19
Change+$0.23 (+1.00%)
VolumeN/A
Net Assets3.59B
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
CHTVX vs VSTSX Comparison Chart in %
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CHTVX vs. VSTSX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. CHTVX (3.59B). VSTSX pays higher dividends than CHTVX: VSTSX (1.23) vs CHTVX (0.65). 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 : 13.91 vs. CHTVX (9.19). VSTSX return over 5 years is better than : 95.76 vs. CHTVX (49.40).
CHTVXVSTSXCHTVX / VSTSX
Total Expense Ratio0.750.017,500%
Annual Report Gross Expense Ratio0.750.017,500%
Fund Existence34 years9 years-
Gain YTD8.1126.427126%
Front LoadN/AN/A-
Min. Initial Investment100000050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B1.82T0%
Annual Yield % from dividends0.651.2353%
Returns for 1 year9.1913.9166%
Returns for 3 years44.9762.2172%
Returns for 5 years49.4095.7652%
Returns for 10 years14.13N/A-
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