Interact to see
Advertisement
Advertisement
CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
CHTRX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CHTRX vs. VTSMX commentary
Sep 26, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CHTRX (3.7B). VTSMX pays higher dividends than CHTRX: VTSMX (1.07) vs CHTRX (0.46). 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 : 16.04 vs. CHTRX (9.50). VTSMX return over 5 years is better than : 96.39 vs. CHTRX (42.21).
| 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 | 13.158 | 12.863 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.95T | 0% |
| Annual Yield % from dividends | 0.46 | 1.07 | 43% |
| Returns for 1 year | 9.50 | 16.04 | 59% |
| Returns for 3 years | 57.36 | 79.91 | 72% |
| Returns for 5 years | 42.21 | 96.39 | 44% |
| Returns for 10 years | 25.12 | 249.73 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement