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CHTRX vs VTSAX
CHTRX vs VTSAX Comparison
Open Charts CHTRX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CHTRX vs VTSAX Comparison Chart in %
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CHTRX vs. VTSAX commentary
Jul 27, 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: 1.91T vs. CHTRX (3.64B). VTSAX pays higher dividends than CHTRX: VTSAX (1.21) vs CHTRX (0.47). CHTRX was incepted earlier than VTSAX: CHTRX (57 years) vs VTSAX (25 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 : 17.75 vs. CHTRX (12.43). VTSAX return over 5 years is better than : 93.55 vs. CHTRX (41.72).
| 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 | 57 years | 25 years | - |
| Gain YTD | 9.615 | 8.289 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 1.91T | 0% |
| Annual Yield % from dividends | 0.47 | 1.21 | 39% |
| Returns for 1 year | 12.43 | 17.75 | 70% |
| Returns for 3 years | 42.19 | 60.63 | 70% |
| Returns for 5 years | 41.72 | 93.55 | 45% |
| Returns for 10 years | 6.81 | 201.64 | 3% |
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