CHTYX
Price
$22.06
Change
+$0.04 (+0.18%)
Updated
Aug 27 closing price
Net Assets
3.63B
VSMPX
Price
$291.29
Change
+$0.80 (+0.28%)
Updated
Aug 27 closing price
Net Assets
1.91T
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CHTYX vs VSMPX

Header iconCHTYX vs VSMPX Comparison
Open Charts CHTYX vs VSMPXBanner chart's image
Invesco Charter Y
Price$22.06
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets3.63B
Vanguard Total Stock Mkt Idx Instl Pls
Price$291.29
Change+$0.80 (+0.28%)
VolumeN/A
Net Assets1.91T
CHTYX vs VSMPX Comparison Chart in %
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CHTYX vs. VSMPX commentary
Aug 28, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CHTYX (3.63B). VSMPX pays higher dividends than CHTYX: VSMPX (1.20) vs CHTYX (0.67). 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 : 14.90 vs. CHTYX (9.30). VSMPX return over 5 years is better than : 79.80 vs. CHTYX (31.81).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years10 years-
Gain YTD10.8209.844110%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B1.91T0%
Annual Yield % from dividends0.671.2056%
Returns for 1 year9.3014.9062%
Returns for 3 years38.9956.6669%
Returns for 5 years31.8179.8040%
Returns for 10 years16.28210.618%
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