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CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
CHTRX vs VTSMX Comparison Chart
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CHTRX vs. VTSMX commentary
May 24, 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: 1.72T vs. CHTRX (3.35B). VTSMX pays higher dividends than CHTRX: VTSMX (1.26) vs CHTRX (0.53). 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 : 9.50 vs. CHTRX (3.64). VTSMX return over 5 years is better than : 92.91 vs. CHTRX (40.43).
| 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 | -0.253 | -0.985 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.72T | 0% |
| Annual Yield % from dividends | 0.53 | 1.26 | 42% |
| Returns for 1 year | 3.64 | 9.50 | 38% |
| Returns for 3 years | 28.23 | 44.74 | 63% |
| Returns for 5 years | 40.43 | 92.91 | 44% |
| Returns for 10 years | -4.64 | 169.81 | -3% |