CHFTX
Price
$20.01
Change
+$1.66 (+9.05%)
Updated
Apr 9 closing price
Net Assets
2.92B
VSMPX
Price
$235.02
Change
-$8.64 (-3.55%)
Updated
Apr 10 closing price
Net Assets
1.7T
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CHFTX vs VSMPX

Header iconCHFTX vs VSMPX Comparison
Open Charts CHFTX vs VSMPXBanner chart's image
Invesco Charter R6
Price$20.01
Change+$1.66 (+9.05%)
VolumeN/A
Net Assets2.92B
Vanguard Total Stock Mkt Idx Instl Pls
Price$235.02
Change-$8.64 (-3.55%)
VolumeN/A
Net Assets1.7T
CHFTX vs VSMPX Comparison Chart
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VS
CHFTX vs. VSMPX commentary
Apr 11, 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 CHFTX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. CHFTX (2.92B). VSMPX pays higher dividends than CHFTX: VSMPX (1.37) vs CHFTX (0.78). CHFTX was incepted earlier than VSMPX: CHFTX (13 years) vs VSMPX (10 years). CHFTX (0.68) is less costly to investors than VSMPX (0.02). CHFTX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). CHFTX has a lower initial minimum investment than VSMPX: CHFTX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : -5.40 vs. CHFTX (-8.49). VSMPX return over 5 years is better than : 75.50 vs. CHFTX (30.95).
CHFTXVSMPXCHFTX / VSMPX
Total Expense Ratio0.680.023,400%
Annual Report Gross Expense Ratio0.680.023,400%
Fund Existence13 years10 years-
Gain YTD-14.332-15.90090%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets2.92B1.7T0%
Annual Yield % from dividends0.781.3757%
Returns for 1 year-8.49-5.40157%
Returns for 3 years-1.918.78-22%
Returns for 5 years30.9575.5041%
Returns for 10 years-11.61N/A-
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