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CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
CHTRX vs VTSMX Comparison Chart
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CHTRX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. CHTRX (3.61B). VTSMX pays higher dividends than CHTRX: VTSMX (1.26) vs CHTRX (0.31). CHTRX was incepted earlier than VTSMX: CHTRX (56 years) vs VTSMX (33 years). CHTRX is a more actively managed with annual turnover of: 84.00 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 : 24.48 vs. CHTRX (20.22). VTSMX return over 5 years is better than : 83.05 vs. CHTRX (31.88).
| CHTRX | VTSMX | CHTRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 56 years | 33 years | - |
| Gain YTD | 3.897 | 2.986 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 1.78T | 0% |
| Annual Yield % from dividends | 0.31 | 1.26 | 25% |
| Returns for 1 year | 20.22 | 24.48 | 83% |
| Returns for 3 years | 15.08 | 31.83 | 47% |
| Returns for 5 years | 31.88 | 83.05 | 38% |
| Returns for 10 years | 4.48 | 196.61 | 2% |
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