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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
Sep 12, 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: 1.76T vs. CHTRX (3.7B). VFIAX pays higher dividends than CHTRX: VFIAX (1.03) 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 : 15.25 vs. CHTRX (2.43). VFIAX return over 5 years is better than : 70.39 vs. CHTRX (10.59).
| 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 | 6.792 | 11.115 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.76T | 0% |
| Annual Yield % from dividends | 0.21 | 1.03 | 20% |
| Returns for 1 year | 2.43 | 15.25 | 16% |
| Returns for 3 years | 35.07 | 70.26 | 50% |
| Returns for 5 years | 10.59 | 70.39 | 15% |
| Returns for 10 years | 30.44 | 258.35 | 12% |
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