CHTYX
Price
$21.72
Change
+$0.05 (+0.23%)
Updated
Dec 24 closing price
Net Assets
3.73B
VSMPX
Price
$310.36
Change
+$0.96 (+0.31%)
Updated
Dec 24 closing price
Net Assets
2.06T
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CHTYX vs VSMPX

Header iconCHTYX vs VSMPX Comparison
Open Charts CHTYX vs VSMPXBanner chart's image
Invesco Charter Y
Price$21.72
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets3.73B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
CHTYX vs VSMPX Comparison Chart in %
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CHTYX vs. VSMPX commentary
Dec 26, 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 Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. CHTYX (3.73B). VSMPX pays higher dividends than CHTYX: VSMPX (1.12) vs CHTYX (0.63). CHTYX was incepted earlier than VSMPX: CHTYX (17 years) vs VSMPX (11 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 : 14.43 vs. CHTYX (6.73). VSMPX return over 5 years is better than : 76.89 vs. CHTYX (27.72).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years11 years-
Gain YTD9.31117.38254%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.73B2.06T0%
Annual Yield % from dividends0.631.1257%
Returns for 1 year6.7314.4347%
Returns for 3 years49.2778.1063%
Returns for 5 years27.7276.8936%
Returns for 10 years33.32225.0915%
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