CHTYX
Price
$19.20
Change
+$0.13 (+0.68%)
Updated
Apr 2 closing price
Net Assets
3.28B
VSMPX
Price
$253.95
Change
+$2.02 (+0.80%)
Updated
Apr 2 closing price
Net Assets
1.81T
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CHTYX vs VSMPX

Header iconCHTYX vs VSMPX Comparison
Open Charts CHTYX vs VSMPXBanner chart's image
Invesco Charter Y
Price$19.20
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets3.28B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
CHTYX vs VSMPX Comparison Chart
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VS
CHTYX vs. VSMPX commentary
Apr 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. CHTYX (3.28B). 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 : 7.37 vs. CHTYX (2.05). VSMPX return over 5 years is better than : 124.51 vs. CHTYX (59.63).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years10 years-
Gain YTD-4.026-4.75185%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.28B1.81T0%
Annual Yield % from dividends0.761.3756%
Returns for 1 year2.057.3728%
Returns for 3 years7.1021.0634%
Returns for 5 years59.63124.5148%
Returns for 10 years-4.14N/A-
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