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CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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CHTRX vs VTSMX Comparison Chart
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CHTRX vs. VTSMX commentary
Sep 21, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CHTRX (3.47B). VTSMX pays higher dividends than CHTRX: VTSMX (1.26) vs CHTRX (0.31). CHTRX was incepted earlier than VTSMX: CHTRX (56 years) vs VTSMX (32 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 : 31.53 vs. CHTRX (23.93). VTSMX return over 5 years is better than : 85.64 vs. CHTRX (18.52).
| CHTRX | VTSMX | CHTRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 56 years | 32 years | - |
| Gain YTD | 20.377 | 18.617 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 1.72T | 0% |
| Annual Yield % from dividends | 0.31 | 1.26 | 25% |
| Returns for 1 year | 23.93 | 31.53 | 76% |
| Returns for 3 years | 0.49 | 25.35 | 2% |
| Returns for 5 years | 18.52 | 85.64 | 22% |
| Returns for 10 years | -8.48 | 187.59 | -5% |
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