CHTRX
Price
$21.39
Change
-$1.13 (-5.02%)
Updated
Feb 3 closing price
Net Assets
3.7B
VSMPX
Price
$310.42
Change
+$8.40 (+2.78%)
Updated
Feb 3 closing price
Net Assets
2.06T
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CHTRX vs VSMPX

Header iconCHTRX vs VSMPX Comparison
Open Charts CHTRX vs VSMPXBanner chart's image
Invesco Charter A
Price$21.39
Change-$1.13 (-5.02%)
VolumeN/A
Net Assets3.7B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
CHTRX vs VSMPX Comparison Chart in %
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VS
CHTRX vs. VSMPX commentary
Feb 04, 2026

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 CHTRX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. CHTRX (3.7B). VSMPX pays higher dividends than CHTRX: VSMPX (1.11) vs CHTRX (0.22). CHTRX was incepted earlier than VSMPX: CHTRX (57 years) vs VSMPX (11 years). CHTRX (1.01) is less costly to investors than VSMPX (0.02). CHTRX is a more actively managed with annual turnover of: 36.00 vs. VSMPX (2.00). CHTRX has a lower initial minimum investment than VSMPX: CHTRX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.80 vs. CHTRX (5.82). VSMPX return over 5 years is better than : 68.28 vs. CHTRX (19.98).
CHTRXVSMPXCHTRX / VSMPX
Total Expense Ratio1.010.025,050%
Annual Report Gross Expense Ratio1.010.025,050%
Fund Existence57 years11 years-
Gain YTD0.1871.38114%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.7B2.06T0%
Annual Yield % from dividends0.221.1120%
Returns for 1 year5.8214.8039%
Returns for 3 years36.5764.0757%
Returns for 5 years19.9868.2829%
Returns for 10 years40.11259.2615%
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