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CHTRX vs VITSX
CHTRX vs VITSX Comparison
Open Charts CHTRX vs VITSX
Vanguard Total Stock Market Idx I
Price$128.50
Change-$6.88 (-5.08%)
VolumeN/A
Net Assets1.81T
CHTRX vs VITSX Comparison Chart
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CHTRX vs. VITSX commentary
Apr 04, 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 Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. CHTRX (3.3B). VITSX pays higher dividends than CHTRX: VITSX (1.36) vs CHTRX (0.53). CHTRX was incepted earlier than VITSX: CHTRX (56 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 : 8.05 vs. CHTRX (2.20). VITSX return over 5 years is better than : 126.25 vs. CHTRX (59.82).
| 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 | 56 years | 28 years | - |
| Gain YTD | -3.441 | -3.989 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 1.81T | 0% |
| Annual Yield % from dividends | 0.53 | 1.36 | 38% |
| Returns for 1 year | 2.20 | 8.05 | 27% |
| Returns for 3 years | 6.13 | 21.03 | 29% |
| Returns for 5 years | 59.82 | 126.25 | 47% |
| Returns for 10 years | -5.78 | 167.38 | -3% |
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