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CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CHTRX vs VTSMX Comparison Chart
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CHTRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CHTRX (3.42B). VTSMX pays higher dividends than CHTRX: VTSMX (1.18) vs CHTRX (0.50). CHTRX was incepted earlier than VTSMX: CHTRX (57 years) vs VTSMX (33 years). CHTRX (1.01) is less costly to investors than VTSMX (0.14). CHTRX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). CHTRX has a lower initial minimum investment than VTSMX: CHTRX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. CHTRX (4.31). VTSMX return over 5 years is better than : 91.36 vs. CHTRX (40.24).
| CHTRX | VTSMX | CHTRX / VTSMX | |
| Total Expense Ratio | 1.01 | 0.14 | 721% |
| Annual Report Gross Expense Ratio | 1.01 | 0.14 | 721% |
| Fund Existence | 57 years | 33 years | - |
| Gain YTD | 2.176 | 1.349 | 161% |
| 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 | 1.18 | 42% |
| Returns for 1 year | 4.31 | 10.06 | 43% |
| Returns for 3 years | 38.26 | 57.59 | 66% |
| Returns for 5 years | 40.24 | 91.36 | 44% |
| Returns for 10 years | -1.55 | 178.92 | -1% |
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