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CHTRX vs VFINX
CHTRX vs VFINX Comparison
Open Charts CHTRX vs VFINX
Vanguard 500 Index Investor
Price$560.68
Change+$2.95 (+0.53%)
VolumeN/A
Net Assets1.35T
CHTRX vs VFINX Comparison Chart
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CHTRX vs. VFINX commentary
Jan 31, 2025
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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. CHTRX (3.61B). VFINX pays higher dividends than CHTRX: VFINX (1.24) vs CHTRX (0.31). CHTRX was incepted earlier than VFINX: CHTRX (56 years) vs VFINX (48 years). CHTRX is a more actively managed with annual turnover of: 84.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CHTRX: VFINX (0) vs CHTRX (1000). VFINX annual gain was more profitable for investors over the last year : 24.72 vs. CHTRX (20.22). VFINX return over 5 years is better than : 87.33 vs. CHTRX (31.88).
| CHTRX | VFINX | CHTRX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 56 years | 48 years | - |
| Gain YTD | 3.897 | 2.743 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 1.35T | 0% |
| Annual Yield % from dividends | 0.31 | 1.24 | 25% |
| Returns for 1 year | 20.22 | 24.72 | 82% |
| Returns for 3 years | 15.08 | 33.85 | 45% |
| Returns for 5 years | 31.88 | 87.33 | 37% |
| Returns for 10 years | 4.48 | 199.31 | 2% |
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