CHTVX
Price
$21.60
Change
+$0.24 (+1.12%)
Updated
Dec 20 closing price
VSMPX
Price
$267.71
Change
+$2.94 (+1.11%)
Updated
Dec 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$21.60
Change+$0.24 (+1.12%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$267.71
Change+$2.94 (+1.11%)
VolumeN/A
CapitalizationN/A
CHTVX vs VSMPX Comparison Chart
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VS
CHTVX vs. VSMPX commentary
Dec 23, 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 StrongBuy and VSMPX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. CHTVX (3.53B). VSMPX pays higher dividends than CHTVX: VSMPX (1.36) vs CHTVX (0.50). CHTVX was incepted earlier than VSMPX: CHTVX (33 years) vs VSMPX (10 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 : 24.28 vs. CHTVX (19.35). VSMPX return over 5 years is better than : 79.30 vs. CHTVX (32.96).
CHTVXVSMPXCHTVX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence33 years10 years-
Gain YTD18.69623.65279%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets3.53B1.84T0%
Annual Yield % from dividends0.501.3637%
Returns for 1 year19.3524.2880%
Returns for 3 years9.3624.1939%
Returns for 5 years32.9679.3042%
Returns for 10 years5.72N/A-
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