CHTCX
Price
$17.66
Change
-$0.35 (-1.94%)
Updated
Feb 21 closing price
Net Assets
3.54B
VSMPX
Price
$270.23
Change
-$5.12 (-1.86%)
Updated
Feb 21 closing price
Net Assets
1.84T
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CHTCX vs VSMPX

Header iconCHTCX vs VSMPX Comparison
Open Charts CHTCX vs VSMPXBanner chart's image
Invesco Charter C
Price$17.66
Change-$0.35 (-1.94%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
CHTCX vs VSMPX Comparison Chart
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VS
CHTCX vs. VSMPX commentary
Feb 23, 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: 1.84T vs. CHTCX (3.54B). VSMPX pays higher dividends than CHTCX: VSMPX (1.36) vs CHTCX (0.00). CHTCX was incepted earlier than VSMPX: CHTCX (28 years) vs VSMPX (10 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 : 17.62 vs. CHTCX (9.49). VSMPX return over 5 years is better than : 74.89 vs. CHTCX (16.34).
CHTCXVSMPXCHTCX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years10 years-
Gain YTD2.2582.135106%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.54B1.84T0%
Annual Yield % from dividends0.001.36-
Returns for 1 year9.4917.6254%
Returns for 3 years12.9936.8335%
Returns for 5 years16.3474.8922%
Returns for 10 years-13.66N/A-
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