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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
Aug 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.67T vs. CHTRX (3.72B). VFIAX pays higher dividends than CHTRX: VFIAX (1.06) 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 : 18.19 vs. CHTRX (5.86). VFIAX return over 5 years is better than : 70.57 vs. CHTRX (11.26).
| 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 | 6.417 | 9.464 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 1.67T | 0% |
| Annual Yield % from dividends | 0.21 | 1.06 | 20% |
| Returns for 1 year | 5.86 | 18.19 | 32% |
| Returns for 3 years | 31.21 | 63.87 | 49% |
| Returns for 5 years | 11.26 | 70.57 | 16% |
| Returns for 10 years | 28.45 | 247.71 | 11% |
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