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CHTRX vs VSMPX
CHTRX vs VSMPX Comparison
Open Charts CHTRX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$260.25
Change-$1.66 (-0.63%)
VolumeN/A
Net Assets1.72T
CHTRX vs VSMPX Comparison Chart
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CHTRX vs. VSMPX commentary
May 24, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. CHTRX (3.35B). VSMPX pays higher dividends than CHTRX: VSMPX (1.37) vs CHTRX (0.53). CHTRX was incepted earlier than VSMPX: CHTRX (57 years) vs VSMPX (10 years). CHTRX (1.01) is less costly to investors than VSMPX (0.02). CHTRX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). CHTRX has a lower initial minimum investment than VSMPX: CHTRX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 9.52 vs. CHTRX (3.64). VSMPX return over 5 years is better than : 92.99 vs. CHTRX (40.43).
| CHTRX | VSMPX | CHTRX / VSMPX | |
| Total Expense Ratio | 1.01 | 0.02 | 5,050% |
| Annual Report Gross Expense Ratio | 1.01 | 0.02 | 5,050% |
| Fund Existence | 57 years | 10 years | - |
| Gain YTD | -0.253 | -0.966 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.72T | 0% |
| Annual Yield % from dividends | 0.53 | 1.37 | 38% |
| Returns for 1 year | 3.64 | 9.52 | 38% |
| Returns for 3 years | 28.23 | 44.82 | 63% |
| Returns for 5 years | 40.43 | 92.99 | 43% |
| Returns for 10 years | -4.64 | 161.82 | -3% |