CHTYX
Price
$22.54
Change
+$0.09 (+0.40%)
Updated
Oct 17 closing price
Net Assets
3.69B
VSMPX
Price
$298.85
Change
+$1.31 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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CHTYX vs VSMPX

Header iconCHTYX vs VSMPX Comparison
Open Charts CHTYX vs VSMPXBanner chart's image
Invesco Charter Y
Price$22.54
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets3.69B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
CHTYX vs VSMPX Comparison Chart in %
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VS
CHTYX vs. VSMPX commentary
Oct 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 CHTYX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. CHTYX (3.69B). VSMPX pays higher dividends than CHTYX: VSMPX (1.15) vs CHTYX (0.65). 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 : 13.81 vs. CHTYX (6.88). VSMPX return over 5 years is better than : 84.96 vs. CHTYX (35.79).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years10 years-
Gain YTD13.43713.029103%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B2.02T0%
Annual Yield % from dividends0.651.1556%
Returns for 1 year6.8813.8150%
Returns for 3 years55.2976.1273%
Returns for 5 years35.7984.9642%
Returns for 10 years19.08215.539%
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