CHTYX
Price
$18.62
Change
+$0.35 (+1.92%)
Updated
Apr 24 closing price
Net Assets
3.12B
VSMPX
Price
$245.65
Change
+$5.00 (+2.08%)
Updated
Apr 24 closing price
Net Assets
1.7T
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CHTYX vs VSMPX

Header iconCHTYX vs VSMPX Comparison
Open Charts CHTYX vs VSMPXBanner chart's image
Invesco Charter Y
Price$18.62
Change+$0.35 (+1.92%)
VolumeN/A
Net Assets3.12B
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
CHTYX vs VSMPX Comparison Chart
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VS
CHTYX vs. VSMPX commentary
Apr 25, 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: 1.7T vs. CHTYX (3.12B). VSMPX pays higher dividends than CHTYX: VSMPX (1.37) vs CHTYX (0.76). 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 : 5.28 vs. CHTYX (0.49). VSMPX return over 5 years is better than : 86.84 vs. CHTYX (33.69).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years10 years-
Gain YTD-8.052-9.01589%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.12B1.7T0%
Annual Yield % from dividends0.761.3756%
Returns for 1 year0.495.289%
Returns for 3 years8.9422.6240%
Returns for 5 years33.6986.8439%
Returns for 10 years-9.74N/A-
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