CHTCX
Price
$18.85
Change
+$0.08 (+0.43%)
Updated
Jul 25 closing price
Net Assets
3.64B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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CHTCX vs VSMPX

Header iconCHTCX vs VSMPX Comparison
Open Charts CHTCX vs VSMPXBanner chart's image
Invesco Charter C
Price$18.85
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets3.64B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
CHTCX vs VSMPX Comparison Chart in %
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VS
CHTCX vs. VSMPX commentary
Jul 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CHTCX (3.64B). VSMPX pays higher dividends than CHTCX: VSMPX (1.22) vs CHTCX (0.00). CHTCX was incepted earlier than VSMPX: CHTCX (28 years) vs VSMPX (10 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 : 17.76 vs. CHTCX (10.56). VSMPX return over 5 years is better than : 93.61 vs. CHTCX (31.45).
CHTCXVSMPXCHTCX / VSMPX
Total Expense Ratio1.760.028,800%
Annual Report Gross Expense Ratio1.760.028,800%
Fund Existence28 years10 years-
Gain YTD9.1498.298110%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B1.91T0%
Annual Yield % from dividends0.001.22-
Returns for 1 year10.5617.7659%
Returns for 3 years36.2060.6760%
Returns for 5 years31.4593.6134%
Returns for 10 years-7.02192.09-4%
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