CHTCX
Price
$18.57
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
3.73B
VSMPX
Price
$310.20
Change
-$0.16 (-0.05%)
Updated
Dec 26 closing price
Net Assets
2.06T
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CHTCX vs VSMPX

Header iconCHTCX vs VSMPX Comparison
Open Charts CHTCX vs VSMPXBanner chart's image
Invesco Charter C
Price$18.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.73B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.20
Change-$0.16 (-0.05%)
VolumeN/A
Net Assets2.06T
CHTCX vs VSMPX Comparison Chart in %
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VS
CHTCX vs. VSMPX commentary
Dec 27, 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: 2.06T vs. CHTCX (3.73B). 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 : 14.34 vs. CHTCX (4.97). VSMPX return over 5 years is better than : 76.80 vs. CHTCX (16.21).
CHTCXVSMPXCHTCX / VSMPX
Total Expense Ratio1.760.028,800%
Annual Report Gross Expense Ratio1.760.028,800%
Fund Existence28 years11 years-
Gain YTD7.52717.32243%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.73B2.06T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year4.9714.3435%
Returns for 3 years42.0878.7753%
Returns for 5 years16.2176.8021%
Returns for 10 years12.03222.375%
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