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CHTRX vs VTSAX
CHTRX vs VTSAX Comparison
Open Charts CHTRX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CHTRX vs VTSAX Comparison Chart
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CHTRX vs. VTSAX commentary
Jun 15, 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: 1.82T vs. CHTRX (3.42B). VTSAX pays higher dividends than CHTRX: VTSAX (1.28) vs CHTRX (0.50). 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 : 10.07 vs. CHTRX (4.31). VTSAX return over 5 years is better than : 91.40 vs. CHTRX (40.24).
| 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 | 2.176 | 1.365 | 159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.42B | 1.82T | 0% |
| Annual Yield % from dividends | 0.50 | 1.28 | 39% |
| Returns for 1 year | 4.31 | 10.07 | 43% |
| Returns for 3 years | 38.26 | 57.61 | 66% |
| Returns for 5 years | 40.24 | 91.40 | 44% |
| Returns for 10 years | -1.55 | 179.53 | -1% |
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