CHTYX
Price
$23.18
Change
+$0.03 (+0.13%)
Updated
Dec 4 closing price
Net Assets
3.74B
VTSAX
Price
$164.35
Change
+$0.29 (+0.18%)
Updated
Dec 5 closing price
Net Assets
2.06T
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CHTYX vs VTSAX

Header iconCHTYX vs VTSAX Comparison
Open Charts CHTYX vs VTSAXBanner chart's image
Invesco Charter Y
Price$23.18
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets3.74B
Vanguard Total Stock Mkt Idx Adm
Price$164.35
Change+$0.29 (+0.18%)
VolumeN/A
Net Assets2.06T
CHTYX vs VTSAX Comparison Chart in %
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CHTYX vs. VTSAX commentary
Dec 06, 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 Buy and VTSAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. CHTYX (3.74B). VTSAX pays higher dividends than CHTYX: VTSAX (1.11) vs CHTYX (0.63). CHTYX was incepted earlier than VTSAX: CHTYX (17 years) vs VTSAX (25 years). CHTYX (0.76) is less costly to investors than VTSAX (0.04). CHTYX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). CHTYX has a lower initial minimum investment than VTSAX: CHTYX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 12.05 vs. CHTYX (4.45). VTSAX return over 5 years is better than : 77.06 vs. CHTYX (32.52).
CHTYXVTSAXCHTYX / VTSAX
Total Expense Ratio0.760.041,900%
Annual Report Gross Expense Ratio0.760.041,900%
Fund Existence17 years25 years-
Gain YTD16.65816.613100%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B2.06T0%
Annual Yield % from dividends0.631.1157%
Returns for 1 year4.4512.0537%
Returns for 3 years48.6071.8468%
Returns for 5 years32.5277.0642%
Returns for 10 years22.77231.5710%
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