CHTYX
Price
$23.18
Change
+$0.03 (+0.13%)
Updated
Dec 4 closing price
Net Assets
3.74B
VSMPX
Price
$307.82
Change
+$0.46 (+0.15%)
Updated
Dec 4 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$23.18
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets3.74B
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.82
Change+$0.46 (+0.15%)
VolumeN/A
Net Assets2.06T
CHTYX vs VSMPX Comparison Chart in %
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VS
CHTYX vs. VSMPX commentary
Dec 06, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. CHTYX (3.74B). 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 : 11.54 vs. CHTYX (4.45). VSMPX return over 5 years is better than : 76.81 vs. CHTYX (32.52).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years11 years-
Gain YTD16.65816.421101%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B2.06T0%
Annual Yield % from dividends0.631.1257%
Returns for 1 year4.4511.5439%
Returns for 3 years48.6069.0870%
Returns for 5 years32.5276.8142%
Returns for 10 years22.77218.4810%
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