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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
Apr 04, 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 CHTRX is a Hold and FXAIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. CHTRX (3.3B). FXAIX pays higher dividends than CHTRX: FXAIX (1.30) vs CHTRX (0.53). CHTRX was incepted earlier than FXAIX: CHTRX (56 years) vs FXAIX (14 years). CHTRX (1.01) is less costly to investors than FXAIX (0.01). CHTRX is a more actively managed with annual turnover of: 37.00 vs. FXAIX (2.00). 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 : 10.29 vs. CHTRX (2.20). FXAIX return over 5 years is better than : 146.07 vs. CHTRX (59.82).
| CHTRX | FXAIX | CHTRX / FXAIX | |
| Total Expense Ratio | 1.01 | 0.01 | 6,733% |
| Annual Report Gross Expense Ratio | 1.01 | 0.01 | 6,733% |
| Fund Existence | 56 years | 14 years | - |
| Gain YTD | -3.441 | -3.262 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 598B | 1% |
| Annual Yield % from dividends | 0.53 | 1.30 | 40% |
| Returns for 1 year | 2.20 | 10.29 | 21% |
| Returns for 3 years | 6.13 | 29.57 | 21% |
| Returns for 5 years | 59.82 | 146.07 | 41% |
| Returns for 10 years | -5.78 | 197.24 | -3% |
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