Ad is loading...
CHTRX vs VSMPX
CHTRX vs VSMPX Comparison
Open Charts CHTRX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
CHTRX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CHTRX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. CHTRX (3.3B). VSMPX pays higher dividends than CHTRX: VSMPX (1.37) vs CHTRX (0.53). CHTRX was incepted earlier than VSMPX: CHTRX (56 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 : 8.06 vs. CHTRX (2.20). VSMPX return over 5 years is better than : 126.31 vs. CHTRX (59.82).
| 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 | 56 years | 10 years | - |
| Gain YTD | -3.441 | -3.987 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 1.81T | 0% |
| Annual Yield % from dividends | 0.53 | 1.37 | 38% |
| Returns for 1 year | 2.20 | 8.06 | 27% |
| Returns for 3 years | 6.13 | 21.05 | 29% |
| Returns for 5 years | 59.82 | 126.31 | 47% |
| Returns for 10 years | -5.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers