CHTRX
Price
$21.34
Change
+$0.21 (+0.99%)
Updated
Jul 3 closing price
Net Assets
3.59B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

CHTRX vs VSMPX

Header iconCHTRX vs VSMPX Comparison
Open Charts CHTRX vs VSMPXBanner chart's image
Invesco Charter A
Price$21.34
Change+$0.21 (+0.99%)
VolumeN/A
Net Assets3.59B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
CHTRX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CHTRX vs. VSMPX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. CHTRX (3.59B). 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 : 13.90 vs. CHTRX (8.31). VSMPX return over 5 years is better than : 95.69 vs. CHTRX (44.13).
CHTRXVSMPXCHTRX / VSMPX
Total Expense Ratio1.010.025,050%
Annual Report Gross Expense Ratio1.010.025,050%
Fund Existence57 years10 years-
Gain YTD7.9966.426124%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B1.82T0%
Annual Yield % from dividends0.471.2239%
Returns for 1 year8.3113.9060%
Returns for 3 years42.2162.1768%
Returns for 5 years44.1395.6946%
Returns for 10 years6.23189.213%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RAACX10.330.09
+0.88%
Altegris/AACA Opportunistic Real Estt C
WFGGX29.960.15
+0.50%
First Trust WCM Focused Global Gr Inv
VSCRX57.620.27
+0.47%
Virtus KAR Small-Cap Core R6
DODWX15.910.04
+0.25%
Dodge & Cox Global Stock I
ICEUX44.740.06
+0.13%
NYLI Epoch International Choice Class I