CHTCX
Price
$19.54
Change
-$0.34 (-1.71%)
Updated
Nov 13 closing price
Net Assets
3.68B
VSMPX
Price
$301.31
Change
-$5.38 (-1.75%)
Updated
Nov 13 closing price
Net Assets
2.05T
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CHTCX vs VSMPX

Header iconCHTCX vs VSMPX Comparison
Open Charts CHTCX vs VSMPXBanner chart's image
Invesco Charter C
Price$19.54
Change-$0.34 (-1.71%)
VolumeN/A
Net Assets3.68B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
CHTCX vs VSMPX Comparison Chart in %
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VS
CHTCX vs. VSMPX commentary
Nov 14, 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 CHTCX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. CHTCX (3.68B). VSMPX pays higher dividends than CHTCX: VSMPX (1.12) vs CHTCX (0.00). CHTCX was incepted earlier than VSMPX: CHTCX (28 years) vs VSMPX (11 years). CHTCX (1.76) is less costly to investors than VSMPX (0.02). CHTCX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). CHTCX has a lower initial minimum investment than VSMPX: CHTCX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. CHTCX (4.14). VSMPX return over 5 years is better than : 84.08 vs. CHTCX (24.41).
CHTCXVSMPXCHTCX / VSMPX
Total Expense Ratio1.760.028,800%
Annual Report Gross Expense Ratio1.760.028,800%
Fund Existence28 years11 years-
Gain YTD15.11315.99494%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B2.05T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year4.1413.4431%
Returns for 3 years42.7168.3063%
Returns for 5 years24.4184.0829%
Returns for 10 years6.34225.483%
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