Invesco Charter Fund (CHTRX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CHTRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CHTRX
CHTRX charges 1.03% annually. There are 326 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | CHTRX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | CHTRX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | CHTRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | CHTRX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | CHTRX vs SWPPX |
Best Risk-Adjusted Alternatives to CHTRX
CHTRX has a PortfoliosLab risk / return rank of 25. There are 323 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | CHTRX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 92.00B | Nov 2001 | CHTRX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | CHTRX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | CHTRX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 89 | — | Dec 2018 | CHTRX vs FTZIX |
Top Performing CHTRX Alternatives (YTD)
CHTRX is at 3.42% YTD. There are 342 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.22% | 17.20B | Dec 2004 | CHTRX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.50% | 92.00B | Nov 2001 | CHTRX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.66% | — | Nov 2004 | CHTRX vs POSKX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | CHTRX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 24.26% | — | Jan 1995 | CHTRX vs IGIAX |
Lowest Volatility Alternatives to CHTRX
CHTRX has 12.78% 1-year volatility. There are 209 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | CHTRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.39% | — | Mar 2021 | CHTRX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.34% | — | Jul 2012 | CHTRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.36% | — | Jul 2012 | CHTRX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.52% | — | May 2015 | CHTRX vs FSUVX |
Lowest Drawdown Alternatives to CHTRX
CHTRX has a 1-year max drawdown of -10.77%. There are 314 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | CHTRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | CHTRX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | CHTRX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | CHTRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | CHTRX vs QUERX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 55 | 15.92% | — | Oct 2020 | CHTRX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 10.51% | — | — | CHTRX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 20 | -10.99% | — | Jul 1983 | CHTRX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 11 | 5.51% | — | Jun 2005 | CHTRX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 21.14% | — | Jun 2001 | CHTRX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 64 | 9.95% | — | Oct 1968 | CHTRX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 86 | 29.12% | — | Jun 1999 | CHTRX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 27 | 3.71% | — | Feb 1988 | CHTRX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 62 | 6.11% | — | Aug 1960 | CHTRX vs ACEIX | |
| Invesco Global Fund | Global Equities | 17 | 6.05% | — | Dec 1969 | CHTRX vs OPPAX |
Often Compared With CHTRX
Investors most often compare CHTRX with SMEAX, QQQ, AIIEX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare CHTRX with Any Fund or Stock
Compare CHTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CHTRX with funds that move differently
Invesco Charter Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CHTRX.
Explore CHTRX Diversifiers