CHFTX
Price
$23.61
Change
-$0.05 (-0.21%)
Updated
Aug 15 closing price
Net Assets
3.63B
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
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CHFTX vs VSMPX

Header iconCHFTX vs VSMPX Comparison
Open Charts CHFTX vs VSMPXBanner chart's image
Invesco Charter R6
Price$23.61
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets3.63B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
CHFTX vs VSMPX Comparison Chart in %
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CHFTX vs. VSMPX commentary
Aug 17, 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 CHFTX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CHFTX (3.63B). VSMPX pays higher dividends than CHFTX: VSMPX (1.20) vs CHFTX (0.69). CHFTX was incepted earlier than VSMPX: CHFTX (13 years) vs VSMPX (10 years). CHFTX (0.68) is less costly to investors than VSMPX (0.02). CHFTX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). CHFTX has a lower initial minimum investment than VSMPX: CHFTX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.22 vs. CHFTX (10.87). VSMPX return over 5 years is better than : 85.90 vs. CHFTX (39.36).
CHFTXVSMPXCHFTX / VSMPX
Total Expense Ratio0.680.023,400%
Annual Report Gross Expense Ratio0.680.023,400%
Fund Existence13 years10 years-
Gain YTD10.2249.284110%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B1.91T0%
Annual Yield % from dividends0.691.2058%
Returns for 1 year10.8716.2267%
Returns for 3 years33.1546.8671%
Returns for 5 years39.3685.9046%
Returns for 10 years15.59193.568%
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