CHTRX vs. PRWAX
Compare and contrast key facts about Invesco Charter Fund (CHTRX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX).
CHTRX is managed by Invesco. It was launched on Nov 26, 1968. PRWAX is managed by T. Rowe Price. It was launched on Sep 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHTRX or PRWAX.
Correlation
The correlation between CHTRX and PRWAX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CHTRX vs. PRWAX - Performance Comparison
Key characteristics
CHTRX:
1.10
PRWAX:
0.76
CHTRX:
1.45
PRWAX:
1.03
CHTRX:
1.22
PRWAX:
1.16
CHTRX:
0.76
PRWAX:
0.59
CHTRX:
4.05
PRWAX:
2.59
CHTRX:
3.91%
PRWAX:
4.56%
CHTRX:
14.37%
PRWAX:
15.53%
CHTRX:
-56.12%
PRWAX:
-70.45%
CHTRX:
-7.18%
PRWAX:
-9.23%
Returns By Period
In the year-to-date period, CHTRX achieves a 5.06% return, which is significantly lower than PRWAX's 5.33% return. Over the past 10 years, CHTRX has underperformed PRWAX with an annualized return of 0.31%, while PRWAX has yielded a comparatively higher 5.71% annualized return.
CHTRX
5.06%
2.62%
3.79%
16.74%
5.21%
0.31%
PRWAX
5.33%
2.76%
0.31%
13.43%
5.73%
5.71%
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CHTRX vs. PRWAX - Expense Ratio Comparison
CHTRX has a 1.03% expense ratio, which is higher than PRWAX's 0.76% expense ratio.
Risk-Adjusted Performance
CHTRX vs. PRWAX — Risk-Adjusted Performance Rank
CHTRX
PRWAX
CHTRX vs. PRWAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Charter Fund (CHTRX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CHTRX vs. PRWAX - Dividend Comparison
CHTRX's dividend yield for the trailing twelve months is around 0.52%, more than PRWAX's 0.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHTRX Invesco Charter Fund | 0.52% | 0.54% | 0.37% | 0.81% | 0.39% | 0.54% | 0.82% | 0.46% | 0.54% | 0.97% | 1.25% | 0.59% |
PRWAX T. Rowe Price All-Cap Opportunities Fund | 0.06% | 0.07% | 0.20% | 0.00% | 0.00% | 0.03% | 0.40% | 0.23% | 0.17% | 0.05% | 0.00% | 0.00% |
Drawdowns
CHTRX vs. PRWAX - Drawdown Comparison
The maximum CHTRX drawdown since its inception was -56.12%, smaller than the maximum PRWAX drawdown of -70.45%. Use the drawdown chart below to compare losses from any high point for CHTRX and PRWAX. For additional features, visit the drawdowns tool.
Volatility
CHTRX vs. PRWAX - Volatility Comparison
Invesco Charter Fund (CHTRX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX) have volatilities of 3.32% and 3.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.