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CHTRX vs VFINX
CHTRX vs VFINX Comparison
Open Charts CHTRX vs VFINX
Vanguard 500 Index Investor
Price$543.37
Change-$16.51 (-2.95%)
VolumeN/A
CapitalizationN/A
CHTRX vs VFINX Comparison Chart
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CHTRX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. CHTRX (3.64B). 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 : 27.63 vs. CHTRX (20.65). VFINX return over 5 years is better than : 88.65 vs. CHTRX (31.33).
| 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 | 20.079 | 27.275 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 1.37T | 0% |
| Annual Yield % from dividends | 0.31 | 1.24 | 25% |
| Returns for 1 year | 20.65 | 27.63 | 75% |
| Returns for 3 years | 10.09 | 30.99 | 33% |
| Returns for 5 years | 31.33 | 88.65 | 35% |
| Returns for 10 years | 0.53 | 193.62 | 0% |
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