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CHTRX vs FXAIX
CHTRX vs FXAIX Comparison
Open Charts CHTRX vs FXAIX
CHTRX vs FXAIX Comparison Chart
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CHTRX vs. FXAIX commentary
Dec 19, 2024
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 CHTRX is a StrongBuy and FXAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. CHTRX (3.64B). FXAIX pays higher dividends than CHTRX: FXAIX (1.31) vs CHTRX (0.31). CHTRX was incepted earlier than FXAIX: CHTRX (56 years) vs FXAIX (14 years). CHTRX is a more actively managed with annual turnover of: 84.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than CHTRX: FXAIX (0) vs CHTRX (1000). FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. CHTRX (20.65). FXAIX return over 5 years is better than : 104.23 vs. CHTRX (31.33).
| CHTRX | FXAIX | CHTRX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 56 years | 14 years | - |
| Gain YTD | 20.079 | 28.550 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 632B | 1% |
| Annual Yield % from dividends | 0.31 | 1.31 | 24% |
| Returns for 1 year | 20.65 | 29.40 | 70% |
| Returns for 3 years | 10.09 | 37.14 | 27% |
| Returns for 5 years | 31.33 | 104.23 | 30% |
| Returns for 10 years | 0.53 | 217.91 | 0% |