Ad is loading...
CHTRX vs VFIAX
CHTRX vs VFIAX Comparison
Open Charts CHTRX vs VFIAX
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
CHTRX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CHTRX vs. VFIAX 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. CHTRX (3.64B). VFIAX pays higher dividends than CHTRX: VFIAX (1.32) vs CHTRX (0.31). CHTRX was incepted earlier than VFIAX: CHTRX (56 years) vs VFIAX (24 years). CHTRX is a more actively managed with annual turnover of: 84.00 vs. VFIAX (2.00). CHTRX has a lower initial minimum investment than VFIAX: CHTRX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 27.64 vs. CHTRX (20.65). VFIAX return over 5 years is better than : 88.64 vs. CHTRX (31.33).
| CHTRX | VFIAX | CHTRX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 56 years | 24 years | - |
| Gain YTD | 20.079 | 27.303 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 1.37T | 0% |
| Annual Yield % from dividends | 0.31 | 1.32 | 24% |
| Returns for 1 year | 20.65 | 27.64 | 75% |
| Returns for 3 years | 10.09 | 30.99 | 33% |
| Returns for 5 years | 31.33 | 88.64 | 35% |
| Returns for 10 years | 0.53 | 193.66 | 0% |
View a ticker or compare two or three
VS
VS
Ad is loading...