CHTRX
Price
$22.96
Change
+$0.09 (+0.39%)
Updated
Dec 3 closing price
Net Assets
3.74B
VSMPX
Price
$307.36
Change
+$1.29 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
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CHTRX vs VSMPX

Header iconCHTRX vs VSMPX Comparison
Open Charts CHTRX vs VSMPXBanner chart's image
Invesco Charter A
Price$22.96
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets3.74B
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
CHTRX vs VSMPX Comparison Chart in %
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VS
CHTRX vs. VSMPX commentary
Dec 04, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. CHTRX (3.74B). VSMPX pays higher dividends than CHTRX: VSMPX (1.12) vs CHTRX (0.44). 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: 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 : 11.45 vs. CHTRX (4.57). VSMPX return over 5 years is better than : 77.28 vs. CHTRX (31.98).
CHTRXVSMPXCHTRX / VSMPX
Total Expense Ratio1.010.025,050%
Annual Report Gross Expense Ratio1.010.025,050%
Fund Existence57 years11 years-
Gain YTD15.43515.52199%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B2.05T0%
Annual Yield % from dividends0.441.1239%
Returns for 1 year4.5711.4540%
Returns for 3 years43.7164.4968%
Returns for 5 years31.9877.2841%
Returns for 10 years18.96213.449%
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