CHFTX
Price
$24.44
Change
-$0.12 (-0.49%)
Updated
Oct 7 closing price
Net Assets
3.74B
VSMPX
Price
$301.05
Change
-$1.43 (-0.47%)
Updated
Oct 7 closing price
Net Assets
2.02T
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CHFTX vs VSMPX

Header iconCHFTX vs VSMPX Comparison
Open Charts CHFTX vs VSMPXBanner chart's image
Invesco Charter R6
Price$24.44
Change-$0.12 (-0.49%)
VolumeN/A
Net Assets3.74B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.05
Change-$1.43 (-0.47%)
VolumeN/A
Net Assets2.02T
CHFTX vs VSMPX Comparison Chart in %
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VS
CHFTX vs. VSMPX commentary
Oct 09, 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: 2.02T vs. CHFTX (3.74B). VSMPX pays higher dividends than CHFTX: VSMPX (1.15) vs CHFTX (0.66). 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 : 18.36 vs. CHFTX (11.94). VSMPX return over 5 years is better than : 89.16 vs. CHFTX (41.80).
CHFTXVSMPXCHFTX / VSMPX
Total Expense Ratio0.680.023,400%
Annual Report Gross Expense Ratio0.680.023,400%
Fund Existence13 years10 years-
Gain YTD14.65914.402102%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B2.02T0%
Annual Yield % from dividends0.661.1558%
Returns for 1 year11.9418.3665%
Returns for 3 years62.3782.1676%
Returns for 5 years41.8089.1647%
Returns for 10 years26.60221.2812%
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