CHTYX
Price
$22.54
Change
+$0.09 (+0.40%)
Updated
Oct 17 closing price
Net Assets
3.69B
VFINX
Price
$615.42
Change
+$3.24 (+0.53%)
Updated
Oct 17 closing price
Net Assets
1.41T
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CHTYX vs VFINX

Header iconCHTYX vs VFINX Comparison
Open Charts CHTYX vs VFINXBanner chart's image
Invesco Charter Y
Price$22.54
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets3.69B
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
CHTYX vs VFINX Comparison Chart in %
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CHTYX vs. VFINX commentary
Oct 19, 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 CHTYX is a Hold and VFINX is a Hold.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. CHTYX (3.69B). VFINX pays higher dividends than CHTYX: VFINX (1.05) vs CHTYX (0.65). CHTYX was incepted earlier than VFINX: CHTYX (17 years) vs VFINX (49 years). CHTYX (0.76) is less costly to investors than VFINX (0.14). CHTYX is a more actively managed with annual turnover of: 37.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CHTYX: VFINX (0) vs CHTYX (1000). VFINX annual gain was more profitable for investors over the last year : 14.15 vs. CHTYX (6.88). VFINX return over 5 years is better than : 91.55 vs. CHTYX (35.79).
CHTYXVFINXCHTYX / VFINX
Total Expense Ratio0.760.14543%
Annual Report Gross Expense Ratio0.760.14543%
Fund Existence17 years49 years-
Gain YTD13.43713.407100%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B1.41T0%
Annual Yield % from dividends0.651.0562%
Returns for 1 year6.8814.1549%
Returns for 3 years55.2979.3770%
Returns for 5 years35.7991.5539%
Returns for 10 years19.08228.728%
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