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CHTRX vs VFIAX
CHTRX vs VFIAX Comparison
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CHTRX vs VFIAX Comparison Chart in %
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CHTRX vs. VFIAX 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.6T vs. CHTRX (3.77B). VFIAX pays higher dividends than CHTRX: VFIAX (1.02) vs CHTRX (0.21). CHTRX was incepted earlier than VFIAX: CHTRX (58 years) vs VFIAX (26 years). CHTRX (1.01) is less costly to investors than VFIAX (0.04). CHTRX is a more actively managed with annual turnover of: 36.00 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 : 28.07 vs. CHTRX (13.35). VFIAX return over 5 years is better than : 81.36 vs. CHTRX (15.18).
| CHTRX | VFIAX | CHTRX / VFIAX | |
| Total Expense Ratio | 1.01 | 0.04 | 2,525% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 58 years | 26 years | - |
| Gain YTD | 6.370 | 11.204 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.77B | 1.6T | 0% |
| Annual Yield % from dividends | 0.21 | 1.02 | 21% |
| Returns for 1 year | 13.35 | 28.07 | 48% |
| Returns for 3 years | 38.52 | 77.58 | 50% |
| Returns for 5 years | 15.18 | 81.36 | 19% |
| Returns for 10 years | 31.71 | 262.10 | 12% |
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