CHTCX
Price
$17.58
Change
-$0.22 (-1.24%)
Updated
Jun 13 closing price
Net Assets
3.46B
VSMPX
Price
$268.13
Change
-$3.17 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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CHTCX vs VSMPX

Header iconCHTCX vs VSMPX Comparison
Open Charts CHTCX vs VSMPXBanner chart's image
Invesco Charter C
Price$17.58
Change-$0.22 (-1.24%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
CHTCX vs VSMPX Comparison Chart
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CHTCX vs. VSMPX commentary
Jun 15, 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 CHTCX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. CHTCX (3.46B). VSMPX pays higher dividends than CHTCX: VSMPX (1.29) vs CHTCX (0.00). CHTCX was incepted earlier than VSMPX: CHTCX (28 years) vs VSMPX (10 years). CHTCX (1.76) is less costly to investors than VSMPX (0.02). CHTCX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). CHTCX has a lower initial minimum investment than VSMPX: CHTCX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. CHTCX (3.79). VSMPX return over 5 years is better than : 91.46 vs. CHTCX (31.66).
CHTCXVSMPXCHTCX / VSMPX
Total Expense Ratio1.760.028,800%
Annual Report Gross Expense Ratio1.760.028,800%
Fund Existence28 years10 years-
Gain YTD3.0691.374223%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.46B1.82T0%
Annual Yield % from dividends0.001.29-
Returns for 1 year3.7910.0838%
Returns for 3 years34.0457.6659%
Returns for 5 years31.6691.4635%
Returns for 10 years-13.27170.67-8%
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