CHTYX
Price
$20.35
Change
-$0.40 (-1.93%)
Updated
Feb 21 closing price
Net Assets
3.54B
VSMPX
Price
$270.23
Change
-$5.12 (-1.86%)
Updated
Feb 21 closing price
Net Assets
1.84T
Ad is loading...

CHTYX vs VSMPX

Header iconCHTYX vs VSMPX Comparison
Open Charts CHTYX vs VSMPXBanner chart's image
Invesco Charter Y
Price$20.35
Change-$0.40 (-1.93%)
VolumeN/A
Net Assets3.54B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
CHTYX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CHTYX vs. VSMPX commentary
Feb 23, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. CHTYX (3.54B). VSMPX pays higher dividends than CHTYX: VSMPX (1.36) vs CHTYX (0.52). CHTYX was incepted earlier than VSMPX: CHTYX (16 years) vs VSMPX (10 years). CHTYX is a more actively managed with annual turnover of: 84.00 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 : 17.62 vs. CHTYX (11.63). VSMPX return over 5 years is better than : 74.89 vs. CHTYX (26.22).
CHTYXVSMPXCHTYX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years10 years-
Gain YTD2.4162.135113%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.54B1.84T0%
Annual Yield % from dividends0.521.3638%
Returns for 1 year11.6317.6266%
Returns for 3 years18.9236.8351%
Returns for 5 years26.2274.8935%
Returns for 10 years0.96N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DIFFX12.24N/A
N/A
MFS Diversified Income R3
CESGX11.72-0.04
-0.34%
Coho Relative Value ESG
VPADX91.54-1.00
-1.08%
Vanguard Pacific Stock Index Admiral
ERBIX18.51-0.29
-1.54%
Eaton Vance RBA Equity Strategy Fd Cl I
NSCFX52.48-0.89
-1.67%
Nuveen Small-Cap Value Opps R6