CHTCX
Price
$16.23
Change
+$0.11 (+0.68%)
Updated
Apr 25 closing price
Net Assets
3.2B
VSMPX
Price
$247.30
Change
+$1.65 (+0.67%)
Updated
Apr 25 closing price
Net Assets
1.7T
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CHTCX vs VSMPX

Header iconCHTCX vs VSMPX Comparison
Open Charts CHTCX vs VSMPXBanner chart's image
Invesco Charter C
Price$16.23
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets3.2B
Vanguard Total Stock Mkt Idx Instl Pls
Price$247.30
Change+$1.65 (+0.67%)
VolumeN/A
Net Assets1.7T
CHTCX vs VSMPX Comparison Chart
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VS
CHTCX vs. VSMPX commentary
Apr 28, 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: 1.7T vs. CHTCX (3.2B). 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 : 8.70 vs. CHTCX (1.50). VSMPX return over 5 years is better than : 92.00 vs. CHTCX (26.40).
CHTCXVSMPXCHTCX / VSMPX
Total Expense Ratio1.760.028,800%
Annual Report Gross Expense Ratio1.760.028,800%
Fund Existence28 years10 years-
Gain YTD-6.022-6.50193%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.2B1.7T0%
Annual Yield % from dividends0.001.37-
Returns for 1 year1.508.7017%
Returns for 3 years9.0029.7730%
Returns for 5 years26.4092.0029%
Returns for 10 years-21.19148.82-14%
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