CHTYX
Price
$22.77
Change
+$0.08 (+0.35%)
Updated
Oct 6 closing price
Net Assets
3.72B
VSMPX
Price
$302.48
Change
+$1.14 (+0.38%)
Updated
Oct 6 closing price
Net Assets
2.02T
Interact to see
Advertisement

CHTYX vs VSMPX

Header iconCHTYX vs VSMPX Comparison
Open Charts CHTYX vs VSMPXBanner chart's image
Invesco Charter Y
Price$22.77
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets3.72B
Vanguard Total Stock Mkt Idx Instl Pls
Price$302.48
Change+$1.14 (+0.38%)
VolumeN/A
Net Assets2.02T
CHTYX vs VSMPX Comparison Chart in %
View a ticker or compare two or three
VS
CHTYX vs. VSMPX commentary
Oct 07, 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 CHTYX is a Buy and VSMPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. CHTYX (3.72B). VSMPX pays higher dividends than CHTYX: VSMPX (1.15) vs CHTYX (0.65). CHTYX was incepted earlier than VSMPX: CHTYX (17 years) vs VSMPX (10 years). CHTYX (0.76) is less costly to investors than VSMPX (0.02). CHTYX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). CHTYX has a lower initial minimum investment than VSMPX: CHTYX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.80 vs. CHTYX (9.97). VSMPX return over 5 years is better than : 90.05 vs. CHTYX (39.06).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years10 years-
Gain YTD14.19213.971102%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.72B2.02T0%
Annual Yield % from dividends0.651.1556%
Returns for 1 year9.9716.8059%
Returns for 3 years59.6581.4773%
Returns for 5 years39.0690.0543%
Returns for 10 years19.94220.079%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RDWHX13.810.04
+0.29%
American Funds Dvlpg Wld Gr&Inc R5E
LCEVX19.41N/A
N/A
Invesco Diversified Dividend C
PCPAX23.43N/A
N/A
PACE Large Co Value Equity A
PCVAX12.07N/A
N/A
Virtus NFJ Small-Cap Value A
EICGX20.10N/A
N/A
Eaton Vance China Equity I