CHTVX
Price
$22.09
Change
-$0.01 (-0.05%)
Updated
Sep 20 closing price
VSMPX
Price
$256.96
Change
-$0.63 (-0.24%)
Updated
Sep 20 closing price
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CHTVX vs VSMPX

Header iconCHTVX vs VSMPX Comparison
Open Charts CHTVX vs VSMPXBanner chart's image
Invesco Charter R5
Price$22.09
Change-$0.01 (-0.05%)
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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CHTVX vs VSMPX Comparison Chart
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VS
CHTVX 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 CHTVX is a Buy and VSMPX is a Buy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. CHTVX (3.47B). VSMPX pays higher dividends than CHTVX: VSMPX (1.36) vs CHTVX (0.50). CHTVX was incepted earlier than VSMPX: CHTVX (33 years) vs VSMPX (9 years). CHTVX is a more actively managed with annual turnover of: 84.00 vs. VSMPX (2.00). CHTVX has a lower initial minimum investment than VSMPX: CHTVX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.58 vs. CHTVX (24.80). VSMPX return over 5 years is better than : 85.73 vs. CHTVX (23.28).
CHTVXVSMPXCHTVX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence33 years9 years-
Gain YTD20.57918.661110%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets3.47B1.72T0%
Annual Yield % from dividends0.501.3637%
Returns for 1 year24.8031.5879%
Returns for 3 years2.8625.3811%
Returns for 5 years23.2885.7327%
Returns for 10 years-1.83N/A-
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