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CHTRX vs VSMPX
CHTRX vs VSMPX Comparison
Open Charts CHTRX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
CHTRX vs VSMPX Comparison Chart
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CHTRX vs. VSMPX commentary
Nov 18, 2024
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 VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. CHTRX (3.57B). VSMPX pays higher dividends than CHTRX: VSMPX (1.36) vs CHTRX (0.31). CHTRX was incepted earlier than VSMPX: CHTRX (56 years) vs VSMPX (10 years). CHTRX is a more actively managed with annual turnover of: 84.00 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 : 30.55 vs. CHTRX (24.83). VSMPX return over 5 years is better than : 83.80 vs. CHTRX (20.37).
| CHTRX | VSMPX | CHTRX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 56 years | 10 years | - |
| Gain YTD | 25.501 | 22.437 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 1.73T | 0% |
| Annual Yield % from dividends | 0.31 | 1.36 | 23% |
| Returns for 1 year | 24.83 | 30.55 | 81% |
| Returns for 3 years | -4.45 | 19.95 | -22% |
| Returns for 5 years | 20.37 | 83.80 | 24% |
| Returns for 10 years | -5.11 | N/A | - |
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