CHTYX
Price
$20.27
Change
-$0.06 (-0.30%)
Updated
Jun 5 closing price
Net Assets
3.42B
VSMPX
Price
$266.71
Change
-$1.22 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
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CHTYX vs VSMPX

Header iconCHTYX vs VSMPX Comparison
Open Charts CHTYX vs VSMPXBanner chart's image
Invesco Charter Y
Price$20.27
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets3.42B
Vanguard Total Stock Mkt Idx Instl Pls
Price$266.71
Change-$1.22 (-0.46%)
VolumeN/A
Net Assets1.82T
CHTYX vs VSMPX Comparison Chart
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CHTYX vs. VSMPX commentary
Jun 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. CHTYX (3.42B). VSMPX pays higher dividends than CHTYX: VSMPX (1.29) vs CHTYX (0.72). 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 : 11.41 vs. CHTYX (5.65). VSMPX return over 5 years is better than : 81.84 vs. CHTYX (34.35).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years10 years-
Gain YTD2.3151.298178%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.42B1.82T0%
Annual Yield % from dividends0.721.2956%
Returns for 1 year5.6511.4150%
Returns for 3 years27.2242.5064%
Returns for 5 years34.3581.8442%
Returns for 10 years1.00172.881%
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