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CHTRX vs VTSAX
CHTRX vs VTSAX Comparison
Open Charts CHTRX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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CHTRX vs VTSAX Comparison Chart
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CHTRX vs. VTSAX commentary
Sep 21, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. CHTRX (3.47B). VTSAX pays higher dividends than CHTRX: VTSAX (1.35) vs CHTRX (0.31). CHTRX was incepted earlier than VTSAX: CHTRX (56 years) vs VTSAX (24 years). CHTRX is a more actively managed with annual turnover of: 84.00 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 : 31.56 vs. CHTRX (23.93). VTSAX return over 5 years is better than : 85.68 vs. CHTRX (18.52).
| CHTRX | VTSAX | CHTRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 56 years | 24 years | - |
| Gain YTD | 20.377 | 18.645 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 1.72T | 0% |
| Annual Yield % from dividends | 0.31 | 1.35 | 23% |
| Returns for 1 year | 23.93 | 31.56 | 76% |
| Returns for 3 years | 0.49 | 25.35 | 2% |
| Returns for 5 years | 18.52 | 85.68 | 22% |
| Returns for 10 years | -8.48 | 188.32 | -5% |
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