Interact to see
Advertisement
Advertisement
CHTRX vs VFINX
CHTRX vs VFINX Comparison
Open Charts CHTRX vs VFINX
CHTRX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CHTRX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.76T vs. CHTRX (3.7B). VFINX pays higher dividends than CHTRX: VFINX (0.94) vs CHTRX (0.21). CHTRX was incepted earlier than VFINX: CHTRX (58 years) vs VFINX (50 years). CHTRX (1.01) is less costly to investors than VFINX (0.14). CHTRX is a more actively managed with annual turnover of: 36.00 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 : 15.25 vs. CHTRX (2.43). VFINX return over 5 years is better than : 70.38 vs. CHTRX (10.59).
| CHTRX | VFINX | CHTRX / VFINX | |
| Total Expense Ratio | 1.01 | 0.14 | 721% |
| Annual Report Gross Expense Ratio | 1.01 | 0.14 | 721% |
| Fund Existence | 58 years | 50 years | - |
| Gain YTD | 6.792 | 11.097 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.76T | 0% |
| Annual Yield % from dividends | 0.21 | 0.94 | 22% |
| Returns for 1 year | 2.43 | 15.25 | 16% |
| Returns for 3 years | 35.07 | 70.24 | 50% |
| Returns for 5 years | 10.59 | 70.38 | 15% |
| Returns for 10 years | 30.44 | 258.28 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement