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CHTRX vs VFINX
CHTRX vs VFINX Comparison
Open Charts CHTRX vs VFINX
CHTRX vs VFINX Comparison Chart in %
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CHTRX vs. VFINX commentary
Jul 14, 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 StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.67T vs. CHTRX (3.75B). VFINX pays higher dividends than CHTRX: VFINX (0.97) 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 : 21.06 vs. CHTRX (7.28). VFINX return over 5 years is better than : 73.37 vs. CHTRX (12.24).
| 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 | 6.838 | 10.684 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 1.67T | 0% |
| Annual Yield % from dividends | 0.21 | 0.97 | 22% |
| Returns for 1 year | 7.28 | 21.06 | 35% |
| Returns for 3 years | 32.42 | 68.37 | 47% |
| Returns for 5 years | 12.24 | 73.37 | 17% |
| Returns for 10 years | 30.36 | 250.98 | 12% |
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