CHTCX
Price
$17.98
Change
-$0.01 (-0.06%)
Updated
Sep 20 closing price
VSMPX
Price
$256.96
Change
-$0.63 (-0.24%)
Updated
Sep 20 closing price
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CHTCX vs VSMPX

Header iconCHTCX vs VSMPX Comparison
Open Charts CHTCX vs VSMPXBanner chart's image
Invesco Charter C
Price$17.98
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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CHTCX vs VSMPX Comparison Chart
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VS
CHTCX vs. VSMPX commentary
Sep 21, 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 CHTCX is a StrongSell and VSMPX is a Buy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. CHTCX (3.47B). VSMPX pays higher dividends than CHTCX: VSMPX (1.36) vs CHTCX (0.00). CHTCX was incepted earlier than VSMPX: CHTCX (27 years) vs VSMPX (9 years). CHTCX is a more actively managed with annual turnover of: 84.00 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 : 25.90 vs. CHTCX (17.00). VSMPX return over 5 years is better than : 83.02 vs. CHTCX (7.73).
CHTCXVSMPXCHTCX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years9 years-
Gain YTD17.77616.929105%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.47B1.72T0%
Annual Yield % from dividends0.001.36-
Returns for 1 year17.0025.9066%
Returns for 3 years-7.2421.36-34%
Returns for 5 years7.7383.029%
Returns for 10 years-22.28N/A-
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