CHTYX
Price
$21.49
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
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CHTYX vs VSMPX

Header iconCHTYX vs VSMPX Comparison
Open Charts CHTYX vs VSMPXBanner chart's image
Invesco Charter Y
Price$21.49
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
CHTYX vs VSMPX Comparison Chart in %
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CHTYX 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 CHTYX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. CHTYX (3.59B). VSMPX pays higher dividends than CHTYX: VSMPX (1.22) vs CHTYX (0.69). 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 : 13.90 vs. CHTYX (8.65). VSMPX return over 5 years is better than : 95.69 vs. CHTYX (45.09).
CHTYXVSMPXCHTYX / VSMPX
Total Expense Ratio0.760.023,800%
Annual Report Gross Expense Ratio0.760.023,800%
Fund Existence17 years10 years-
Gain YTD8.1536.426127%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B1.82T0%
Annual Yield % from dividends0.691.2256%
Returns for 1 year8.6513.9062%
Returns for 3 years43.3362.1770%
Returns for 5 years45.0995.6947%
Returns for 10 years8.13189.214%
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