CHTYX
Price
$21.59
Change
+$0.12 (+0.56%)
Updated
Aug 6 closing price
Net Assets
3.57B
VSMPX
Price
$284.20
Change
+$1.84 (+0.65%)
Updated
Aug 6 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$21.59
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets3.57B
Vanguard Total Stock Mkt Idx Instl Pls
Price$284.20
Change+$1.84 (+0.65%)
VolumeN/A
Net Assets1.91T
CHTYX vs VSMPX Comparison Chart in %
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VS
CHTYX vs. VSMPX commentary
Aug 08, 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 StrongBuy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CHTYX (3.57B). 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 : 20.03 vs. CHTYX (14.41). VSMPX return over 5 years is better than : 82.79 vs. CHTYX (33.89).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years10 years-
Gain YTD8.0526.770119%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.57B1.91T0%
Annual Yield % from dividends0.671.2056%
Returns for 1 year14.4120.0372%
Returns for 3 years33.8649.3069%
Returns for 5 years33.8982.7941%
Returns for 10 years7.82189.824%
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