CHTYX
Price
$21.57
Change
+$0.13 (+0.61%)
Updated
Jul 17 closing price
Net Assets
3.58B
VSMPX
Price
$282.37
Change
+$1.71 (+0.61%)
Updated
Jul 17 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$21.57
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets3.58B
Vanguard Total Stock Mkt Idx Instl Pls
Price$282.37
Change+$1.71 (+0.61%)
VolumeN/A
Net Assets1.91T
CHTYX vs VSMPX Comparison Chart in %
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CHTYX vs. VSMPX commentary
Jul 18, 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 (3.58B). VSMPX pays higher dividends than CHTYX: VSMPX (1.22) vs CHTYX (0.69). 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 : 11.81 vs. CHTYX (7.43). VSMPX return over 5 years is better than : 89.18 vs. CHTYX (40.07).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years10 years-
Gain YTD7.9016.127129%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.58B1.91T0%
Annual Yield % from dividends0.691.2256%
Returns for 1 year7.4311.8163%
Returns for 3 years43.8461.2972%
Returns for 5 years40.0789.1845%
Returns for 10 years5.53181.273%
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