Ad is loading...
CHTRX vs VTSAX
CHTRX vs VTSAX Comparison
Open Charts CHTRX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
CHTRX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CHTRX vs. VTSAX commentary
Apr 25, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. CHTRX (3.06B). VTSAX pays higher dividends than CHTRX: VTSAX (1.35) vs CHTRX (0.53). CHTRX was incepted earlier than VTSAX: CHTRX (56 years) vs VTSAX (24 years). CHTRX (1.01) is less costly to investors than VTSAX (0.04). CHTRX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). CHTRX has a lower initial minimum investment than VTSAX: CHTRX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 3.52 vs. CHTRX (-1.66). VTSAX return over 5 years is better than : 83.70 vs. CHTRX (30.48).
| CHTRX | VTSAX | CHTRX / VTSAX | |
| Total Expense Ratio | 1.01 | 0.04 | 2,525% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 56 years | 24 years | - |
| Gain YTD | -9.767 | -10.530 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 1.7T | 0% |
| Annual Yield % from dividends | 0.53 | 1.35 | 39% |
| Returns for 1 year | -1.66 | 3.52 | -47% |
| Returns for 3 years | 6.90 | 21.34 | 32% |
| Returns for 5 years | 30.48 | 83.70 | 36% |
| Returns for 10 years | -13.30 | 145.25 | -9% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers