CHTYX
Price
$21.72
Change
+$0.05 (+0.23%)
Updated
Dec 24 closing price
Net Assets
3.73B
VTSAX
Price
$165.43
Change
+$0.52 (+0.32%)
Updated
Dec 24 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$21.72
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets3.73B
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
CHTYX vs VTSAX Comparison Chart in %
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CHTYX vs. VTSAX commentary
Dec 26, 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 VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. CHTYX (3.73B). 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 : 14.43 vs. CHTYX (6.73). VTSAX return over 5 years is better than : 76.83 vs. CHTYX (27.72).
CHTYXVTSAXCHTYX / VTSAX
Total Expense Ratio0.760.041,900%
Annual Report Gross Expense Ratio0.760.041,900%
Fund Existence17 years25 years-
Gain YTD9.31117.37954%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.73B2.06T0%
Annual Yield % from dividends0.631.1157%
Returns for 1 year6.7314.4347%
Returns for 3 years49.2778.0563%
Returns for 5 years27.7276.8336%
Returns for 10 years33.32235.6714%
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