CHTYX
Price
$22.30
Change
-$0.17 (-0.76%)
Updated
Nov 18 closing price
Net Assets
3.65B
VSMPX
Price
$296.06
Change
-$2.08 (-0.70%)
Updated
Nov 18 closing price
Net Assets
2.05T
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CHTYX vs VSMPX

Header iconCHTYX vs VSMPX Comparison
Open Charts CHTYX vs VSMPXBanner chart's image
Invesco Charter Y
Price$22.30
Change-$0.17 (-0.76%)
VolumeN/A
Net Assets3.65B
Vanguard Total Stock Mkt Idx Instl Pls
Price$296.06
Change-$2.08 (-0.70%)
VolumeN/A
Net Assets2.05T
CHTYX vs VSMPX Comparison Chart in %
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VS
CHTYX vs. VSMPX commentary
Nov 20, 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 Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. CHTYX (3.65B). VSMPX pays higher dividends than CHTYX: VSMPX (1.12) vs CHTYX (0.63). CHTYX was incepted earlier than VSMPX: CHTYX (17 years) vs VSMPX (11 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 : 12.11 vs. CHTYX (4.36). VSMPX return over 5 years is better than : 78.00 vs. CHTYX (31.28).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years11 years-
Gain YTD12.22912.76096%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.65B2.05T0%
Annual Yield % from dividends0.631.1257%
Returns for 1 year4.3612.1136%
Returns for 3 years45.0565.0669%
Returns for 5 years31.2878.0040%
Returns for 10 years17.06206.618%
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