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CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
CHTRX vs VTSMX Comparison Chart
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CHTRX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. CHTRX (3.06B). VTSMX pays higher dividends than CHTRX: VTSMX (1.25) vs CHTRX (0.53). CHTRX was incepted earlier than VTSMX: CHTRX (56 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 : 3.51 vs. CHTRX (-1.66). VTSMX return over 5 years is better than : 83.68 vs. CHTRX (30.48).
| CHTRX | VTSMX | CHTRX / VTSMX | |
| Total Expense Ratio | 1.01 | 0.14 | 721% |
| Annual Report Gross Expense Ratio | 1.01 | 0.14 | 721% |
| Fund Existence | 56 years | 33 years | - |
| Gain YTD | -9.767 | -10.527 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 1.7T | 0% |
| Annual Yield % from dividends | 0.53 | 1.25 | 42% |
| Returns for 1 year | -1.66 | 3.51 | -47% |
| Returns for 3 years | 6.90 | 21.32 | 32% |
| Returns for 5 years | 30.48 | 83.68 | 36% |
| Returns for 10 years | -13.30 | 144.72 | -9% |
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