CHTCX
Price
$14.91
Change
-$0.93 (-5.87%)
Updated
Apr 4 closing price
Net Assets
3.3B
VSMPX
Price
$226.91
Change
-$14.15 (-5.87%)
Updated
Apr 4 closing price
Net Assets
1.81T
Ad is loading...

CHTCX vs VSMPX

Header iconCHTCX vs VSMPX Comparison
Open Charts CHTCX vs VSMPXBanner chart's image
Invesco Charter C
Price$14.91
Change-$0.93 (-5.87%)
VolumeN/A
Net Assets3.3B
Vanguard Total Stock Mkt Idx Instl Pls
Price$226.91
Change-$14.15 (-5.87%)
VolumeN/A
Net Assets1.81T
CHTCX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CHTCX vs. VSMPX commentary
Apr 07, 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 Hold and VSMPX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. CHTCX (3.3B). VSMPX pays higher dividends than CHTCX: VSMPX (1.37) 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 : -2.28 vs. CHTCX (-8.92). VSMPX return over 5 years is better than : 102.22 vs. CHTCX (32.77).
CHTCXVSMPXCHTCX / VSMPX
Total Expense Ratio1.760.028,800%
Annual Report Gross Expense Ratio1.760.028,800%
Fund Existence28 years10 years-
Gain YTD-13.665-14.21096%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.3B1.81T0%
Annual Yield % from dividends0.001.37-
Returns for 1 year-8.92-2.28391%
Returns for 3 years-7.749.74-79%
Returns for 5 years32.77102.2232%
Returns for 10 years-26.46N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BDFIX27.87-1.46
-4.98%
Baron Discovery Institutional
GVIYX10.76-0.68
-5.94%
GuideStone Funds Value Equity Idx Instl
PYODX33.58-2.16
-6.04%
Victory Pioneer Y
RYMAX40.89-2.70
-6.19%
Rydex Telecommunications H
PDEQX15.77-1.28
-7.51%
PGIM Jennison Emerging Markets Eq OppsR6