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CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
CHTRX vs VTSMX Comparison Chart in %
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CHTRX vs. VTSMX commentary
Nov 20, 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: 2.05T vs. CHTRX (3.62B). VTSMX pays higher dividends than CHTRX: VTSMX (1.02) vs CHTRX (0.44). CHTRX was incepted earlier than VTSMX: CHTRX (57 years) vs VTSMX (34 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 : 10.79 vs. CHTRX (4.14). VTSMX return over 5 years is better than : 77.62 vs. CHTRX (31.95).
| 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 | 34 years | - |
| Gain YTD | 12.551 | 11.948 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 2.05T | 0% |
| Annual Yield % from dividends | 0.44 | 1.02 | 43% |
| Returns for 1 year | 4.14 | 10.79 | 38% |
| Returns for 3 years | 44.60 | 63.83 | 70% |
| Returns for 5 years | 31.95 | 77.62 | 41% |
| Returns for 10 years | 15.64 | 213.77 | 7% |
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