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CHTRX vs VTSAX
CHTRX vs VTSAX Comparison
Open Charts CHTRX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$139.59
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.72T
CHTRX vs VTSAX Comparison Chart
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CHTRX vs. VTSAX commentary
May 24, 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: 1.72T vs. CHTRX (3.35B). VTSAX pays higher dividends than CHTRX: VTSAX (1.36) vs CHTRX (0.53). 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 : 9.51 vs. CHTRX (3.64). VTSAX return over 5 years is better than : 92.93 vs. CHTRX (40.43).
| 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 | -0.253 | -0.976 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.72T | 0% |
| Annual Yield % from dividends | 0.53 | 1.36 | 39% |
| Returns for 1 year | 3.64 | 9.51 | 38% |
| Returns for 3 years | 28.23 | 44.77 | 63% |
| Returns for 5 years | 40.43 | 92.93 | 44% |
| Returns for 10 years | -4.64 | 170.38 | -3% |
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