CHTRX
Price
$18.15
Change
+$0.32 (+1.79%)
Updated
Apr 23 closing price
Net Assets
3.06B
VSMPX
Price
$240.65
Change
+$3.98 (+1.68%)
Updated
Apr 23 closing price
Net Assets
1.7T
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CHTRX vs VSMPX

Header iconCHTRX vs VSMPX Comparison
Open Charts CHTRX vs VSMPXBanner chart's image
Invesco Charter A
Price$18.15
Change+$0.32 (+1.79%)
VolumeN/A
Net Assets3.06B
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
CHTRX vs VSMPX Comparison Chart
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VS
CHTRX vs. VSMPX commentary
Apr 25, 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 CHTRX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. CHTRX (3.06B). VSMPX pays higher dividends than CHTRX: VSMPX (1.37) vs CHTRX (0.53). CHTRX was incepted earlier than VSMPX: CHTRX (56 years) vs VSMPX (10 years). CHTRX (1.01) is less costly to investors than VSMPX (0.02). CHTRX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). CHTRX has a lower initial minimum investment than VSMPX: CHTRX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 3.53 vs. CHTRX (-1.66). VSMPX return over 5 years is better than : 83.75 vs. CHTRX (30.48).
CHTRXVSMPXCHTRX / VSMPX
Total Expense Ratio1.010.025,050%
Annual Report Gross Expense Ratio1.010.025,050%
Fund Existence56 years10 years-
Gain YTD-9.767-10.52093%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.06B1.7T0%
Annual Yield % from dividends0.531.3738%
Returns for 1 year-1.663.53-47%
Returns for 3 years6.9021.3832%
Returns for 5 years30.4883.7536%
Returns for 10 years-13.30N/A-
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