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CHFTX
Price
$23.74
Change
+$0.05 (+0.21%)
Updated
Dec 3 closing price
VSMPX
Price
$274.35
Change
+$0.05 (+0.02%)
Updated
Dec 3 closing price
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CHFTX vs VSMPX

Header iconCHFTX vs VSMPX Comparison
Open Charts CHFTX vs VSMPXBanner chart's image
Invesco Charter R6
Price$23.74
Change+$0.05 (+0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.35
Change+$0.05 (+0.02%)
VolumeN/A
CapitalizationN/A
CHFTX vs VSMPX Comparison Chart
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VS
CHFTX vs. VSMPX commentary
Dec 04, 2024

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 StrongBuy and VSMPX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. CHFTX (3.65B). VSMPX pays higher dividends than CHFTX: VSMPX (1.36) vs CHFTX (0.56). CHFTX was incepted earlier than VSMPX: CHFTX (12 years) vs VSMPX (10 years). CHFTX is a more actively managed with annual turnover of: 84.00 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 : 32.31 vs. CHFTX (27.27). VSMPX return over 5 years is better than : 89.91 vs. CHFTX (27.88).
CHFTXVSMPXCHFTX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years10 years-
Gain YTD29.72726.719111%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets3.65B1.73T0%
Annual Yield % from dividends0.561.3641%
Returns for 1 year27.2732.3184%
Returns for 3 years6.1730.3120%
Returns for 5 years27.8889.9131%
Returns for 10 years3.57N/A-
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