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CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
CHTRX vs VTSMX Comparison Chart
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CHTRX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. CHTRX (3.57B). 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 : 30.52 vs. CHTRX (24.83). VTSMX return over 5 years is better than : 83.72 vs. CHTRX (20.37).
| 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 | 25.501 | 22.392 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 1.73T | 0% |
| Annual Yield % from dividends | 0.31 | 1.26 | 25% |
| Returns for 1 year | 24.83 | 30.52 | 81% |
| Returns for 3 years | -4.45 | 19.91 | -22% |
| Returns for 5 years | 20.37 | 83.72 | 24% |
| Returns for 10 years | -5.11 | 186.07 | -3% |