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CHTRX vs VSMPX
CHTRX vs VSMPX Comparison
Open Charts CHTRX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
CHTRX vs VSMPX Comparison Chart in %
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CHTRX vs. VSMPX commentary
Aug 17, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CHTRX (3.63B). VSMPX pays higher dividends than CHTRX: VSMPX (1.20) vs CHTRX (0.47). 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 : 16.22 vs. CHTRX (9.95). VSMPX return over 5 years is better than : 85.90 vs. CHTRX (35.25).
| 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 | 10.020 | 9.284 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 1.91T | 0% |
| Annual Yield % from dividends | 0.47 | 1.20 | 39% |
| Returns for 1 year | 9.95 | 16.22 | 61% |
| Returns for 3 years | 30.34 | 46.86 | 65% |
| Returns for 5 years | 35.25 | 85.90 | 41% |
| Returns for 10 years | 7.97 | 193.56 | 4% |
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