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CHTCX vs VSMPX

Both CHTCX and VSMPX are mutual funds. CHTCX has a lower 5-year return than VSMPX (11.78% vs 17.68%). CHTCX has a higher expense ratio than VSMPX (1.82% vs 0.02%). Below is the comparison between CHTCX and VSMPX.

CHTCX VSMPX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Invesco Vanguard
Net Assets $26.80M $261.01B
Expense Ratio 1.82% 0.02%
Management Style active passive (index-based)
Dividend Yield 0.00% 1.30%
Minimum Investment $1,000.00 $100,000,000.00
YTD Return 14.59% 13.93%
1-Year Return 7.86% 7.13%
3-Year Return 13.22% 17.46%
5-Year Return 11.78% 17.68%
10-Year Return 9.55% 15.01%

CHTCX description

The Fund seeks to provide growth of capital, with current income as a secondary objective, by investing in dividend-paying common stocks having prospects for both growth of capital and dividend income.

CHTCX performance & returns

YTD Return 14.59%
1-Month Return 1.93%
3-Month Return 7.86%
1-Year Return 7.86%
3-Year Return 13.22%
5-Year Return 11.78%
10-Year Return 9.55%
CHTCX expense ratio is 1.82%.

CHTCX holdings

Top 10 Holdings (41.47% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 8.94%
Amazon.com Inc AMZN 7.08%
UnitedHealth Group Inc UNH 4.21%
Procter & Gamble Co PG 3.78%
Facebook Inc A FB 3.53%
Qualcomm Inc QCOM 3.17%
Lockheed Martin Corp LMT 2.93%
Prologis Inc PLD 2.78%
Berkshire Hathaway Inc Class B BRK.B 2.54%
JPMorgan Chase & Co JPM 2.51%

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VSMPX description

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VSMPX performance & returns

YTD Return 13.93%
1-Month Return 3.03%
3-Month Return 7.13%
1-Year Return 7.13%
3-Year Return 17.46%
5-Year Return 17.68%
10-Year Return 15.01%
VSMPX expense ratio is 0.02%.

VSMPX holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

Other relevant VSMPX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

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