CHTRX
Price
$21.74
Change
-$0.05 (-0.23%)
Updated
Aug 15 closing price
Net Assets
3.63B
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 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$21.74
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets3.63B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
CHTRX vs VSMPX Comparison Chart in %
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VS
CHTRX vs. VSMPX commentary
Aug 18, 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 (3.63B). VSMPX pays higher dividends than CHTRX: VSMPX (1.20) 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 : 16.22 vs. CHTRX (9.95). VSMPX return over 5 years is better than : 85.90 vs. CHTRX (35.25).
CHTRXVSMPXCHTRX / VSMPX
Total Expense Ratio1.010.025,050%
Annual Report Gross Expense Ratio1.010.025,050%
Fund Existence57 years10 years-
Gain YTD10.0209.284108%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.63B1.91T0%
Annual Yield % from dividends0.471.2039%
Returns for 1 year9.9516.2261%
Returns for 3 years30.3446.8665%
Returns for 5 years35.2585.9041%
Returns for 10 years7.97193.564%
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