CHTVX
Price
$18.76
Change
+$0.08 (+0.43%)
Updated
Nov 30, 6:59 PM EST
VSMPX
Price
$206.59
Change
-$0.00 (-0.00%)
Updated
Nov 30, 6:59 PM EST
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Compare predictions CHTVX vs VSMPX

Header iconCHTVX vs VSMPX Comparison
Open Charts CHTVX vs VSMPXBanner chart's image
Invesco Charter R5
Price$18.76
Change+$0.08 (+0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$206.59
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CHTVX vs VSMPX Comparison Chart

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VS
CHTVX vs. VSMPX commentary
Dec 01, 2023

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: 1.27T vs. CHTVX (3.01B). VSMPX pays higher dividends than CHTVX: VSMPX (1.62) vs CHTVX (0.95). CHTVX was incepted earlier than VSMPX: CHTVX (32 years) vs VSMPX (9 years). CHTVX (0.75) is less costly to investors than VSMPX (0.02). CHTVX is a more actively managed with annual turnover of: 52.00 vs. VSMPX (3.00). 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 : 10.94 vs. CHTVX (9.55). VSMPX return over 5 years is better than : 60.53 vs. CHTVX (3.02).
CHTVXVSMPXCHTVX / VSMPX
Total Expense Ratio0.750.023,750%
Annual Report Gross Expense Ratio0.750.023,750%
Fund Existence32 years9 years-
Gain YTD19.11118.398104%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRA1000000N/A-
Net Assets3.01B1.27T0%
Annual Yield % from dividends0.951.6259%
Returns for 1 year9.5510.9487%
Returns for 3 years3.1621.2015%
Returns for 5 years3.0260.535%
Returns for 10 years-12.16N/A-
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