CHTYX
Price
$21.49
Change
+$0.21 (+0.99%)
Updated
Jul 3 closing price
Net Assets
3.59B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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CHTYX vs VTSAX

Header iconCHTYX vs VTSAX Comparison
Open Charts CHTYX vs VTSAXBanner chart's image
Invesco Charter Y
Price$21.49
Change+$0.21 (+0.99%)
VolumeN/A
Net Assets3.59B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CHTYX vs VTSAX Comparison Chart in %
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CHTYX vs. VTSAX 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 CHTYX is a Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CHTYX (3.59B). VTSAX pays higher dividends than CHTYX: VTSAX (1.21) vs CHTYX (0.69). 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 : 13.89 vs. CHTYX (8.65). VTSAX return over 5 years is better than : 95.62 vs. CHTYX (45.09).
CHTYXVTSAXCHTYX / VTSAX
Total Expense Ratio0.760.041,900%
Annual Report Gross Expense Ratio0.760.041,900%
Fund Existence17 years25 years-
Gain YTD8.1536.416127%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B1.82T0%
Annual Yield % from dividends0.691.2157%
Returns for 1 year8.6513.8962%
Returns for 3 years43.3362.1270%
Returns for 5 years45.0995.6247%
Returns for 10 years8.13198.694%
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