CHTYX
Price
$22.18
Change
+$0.09 (+0.41%)
Updated
Sep 9 closing price
Net Assets
3.65B
VSMPX
Price
$293.17
Change
+$0.56 (+0.19%)
Updated
Sep 9 closing price
Net Assets
1.95T
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CHTYX vs VSMPX

Header iconCHTYX vs VSMPX Comparison
Open Charts CHTYX vs VSMPXBanner chart's image
Invesco Charter Y
Price$22.18
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets3.65B
Vanguard Total Stock Mkt Idx Instl Pls
Price$293.17
Change+$0.56 (+0.19%)
VolumeN/A
Net Assets1.95T
CHTYX vs VSMPX Comparison Chart in %
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CHTYX vs. VSMPX commentary
Sep 10, 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 CHTYX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. CHTYX (3.65B). VSMPX pays higher dividends than CHTYX: VSMPX (1.17) vs CHTYX (0.67). CHTYX was incepted earlier than VSMPX: CHTYX (17 years) vs VSMPX (10 years). CHTYX (0.76) is less costly to investors than VSMPX (0.02). CHTYX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). CHTYX has a lower initial minimum investment than VSMPX: CHTYX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 20.41 vs. CHTYX (14.03). VSMPX return over 5 years is better than : 87.13 vs. CHTYX (36.85).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years10 years-
Gain YTD11.17310.646105%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.65B1.95T0%
Annual Yield % from dividends0.671.1757%
Returns for 1 year14.0320.4169%
Returns for 3 years39.6957.2769%
Returns for 5 years36.8587.1342%
Returns for 10 years18.71216.589%
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