Interact to see
Advertisement
Advertisement
CHTRX vs FXAIX
CHTRX vs FXAIX Comparison
Open Charts CHTRX vs FXAIX
CHTRX vs FXAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CHTRX vs. FXAIX commentary
Jun 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 832B vs. CHTRX (3.77B). FXAIX pays higher dividends than CHTRX: FXAIX (1.03) vs CHTRX (0.21). CHTRX was incepted earlier than FXAIX: CHTRX (58 years) vs FXAIX (15 years). CHTRX (1.01) is less costly to investors than FXAIX (0.01). CHTRX is a more actively managed with annual turnover of: 36.00 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 : 29.57 vs. CHTRX (13.35). FXAIX return over 5 years is better than : 94.64 vs. CHTRX (15.18).
| 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 | 58 years | 15 years | - |
| Gain YTD | 6.370 | 11.562 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.77B | 832B | 0% |
| Annual Yield % from dividends | 0.21 | 1.03 | 20% |
| Returns for 1 year | 13.35 | 29.57 | 45% |
| Returns for 3 years | 38.52 | 84.73 | 45% |
| Returns for 5 years | 15.18 | 94.64 | 16% |
| Returns for 10 years | 31.71 | 301.46 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement