CHTRX
Price
$21.66
Change
+$0.09 (+0.42%)
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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CHTRX vs VSMPX

Header iconCHTRX vs VSMPX Comparison
Open Charts CHTRX vs VSMPXBanner chart's image
Invesco Charter A
Price$21.66
Change+$0.09 (+0.42%)
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
CHTRX vs VSMPX Comparison Chart in %
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VS
CHTRX 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 CHTRX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CHTRX (3.64B). VSMPX pays higher dividends than CHTRX: VSMPX (1.22) vs CHTRX (0.47). CHTRX was incepted earlier than VSMPX: CHTRX (57 years) vs VSMPX (10 years). CHTRX (1.01) is less costly to investors than VSMPX (0.02). CHTRX is a more actively managed with annual turnover of: 37.00 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 : 17.76 vs. CHTRX (12.43). VSMPX return over 5 years is better than : 93.61 vs. CHTRX (41.72).
CHTRXVSMPXCHTRX / VSMPX
Total Expense Ratio1.010.025,050%
Annual Report Gross Expense Ratio1.010.025,050%
Fund Existence57 years10 years-
Gain YTD9.6158.298116%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.64B1.91T0%
Annual Yield % from dividends0.471.2239%
Returns for 1 year12.4317.7670%
Returns for 3 years42.1960.6770%
Returns for 5 years41.7293.6145%
Returns for 10 years6.81192.094%
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