CHTCX
Price
$18.91
Change
-$0.04 (-0.21%)
Updated
Aug 15 closing price
Net Assets
3.63B
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
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CHTCX vs VSMPX

Header iconCHTCX vs VSMPX Comparison
Open Charts CHTCX vs VSMPXBanner chart's image
Invesco Charter C
Price$18.91
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets3.63B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
CHTCX vs VSMPX Comparison Chart in %
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VS
CHTCX vs. VSMPX commentary
Aug 17, 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 StrongBuy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CHTCX (3.63B). VSMPX pays higher dividends than CHTCX: VSMPX (1.20) 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 : 16.22 vs. CHTCX (8.12). VSMPX return over 5 years is better than : 85.90 vs. CHTCX (25.40).
CHTCXVSMPXCHTCX / VSMPX
Total Expense Ratio1.760.028,800%
Annual Report Gross Expense Ratio1.760.028,800%
Fund Existence28 years10 years-
Gain YTD9.4969.284102%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B1.91T0%
Annual Yield % from dividends0.001.20-
Returns for 1 year8.1216.2250%
Returns for 3 years24.8246.8653%
Returns for 5 years25.4085.9030%
Returns for 10 years-6.08193.56-3%
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