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CHTRX vs VITSX
CHTRX vs VITSX Comparison
Open Charts CHTRX vs VITSX
Vanguard Total Stock Market Idx I
Price$150.04
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CHTRX vs VITSX Comparison Chart in %
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CHTRX vs. VITSX commentary
Jul 06, 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 Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.82T vs. CHTRX (3.59B). VITSX pays higher dividends than CHTRX: VITSX (1.22) vs CHTRX (0.47). CHTRX was incepted earlier than VITSX: CHTRX (57 years) vs VITSX (28 years). CHTRX (1.01) is less costly to investors than VITSX (0.03). CHTRX is a more actively managed with annual turnover of: 37.00 vs. VITSX (2.00). CHTRX has a lower initial minimum investment than VITSX: CHTRX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 13.90 vs. CHTRX (8.31). VITSX return over 5 years is better than : 95.64 vs. CHTRX (44.13).
| CHTRX | VITSX | CHTRX / VITSX | |
| Total Expense Ratio | 1.01 | 0.03 | 3,367% |
| Annual Report Gross Expense Ratio | 1.01 | 0.03 | 3,367% |
| Fund Existence | 57 years | 28 years | - |
| Gain YTD | 7.996 | 6.423 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 1.82T | 0% |
| Annual Yield % from dividends | 0.47 | 1.22 | 39% |
| Returns for 1 year | 8.31 | 13.90 | 60% |
| Returns for 3 years | 42.21 | 62.12 | 68% |
| Returns for 5 years | 44.13 | 95.64 | 46% |
| Returns for 10 years | 6.23 | 198.64 | 3% |