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CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
CHTRX vs VTSMX Comparison Chart
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CHTRX vs. VTSMX commentary
Dec 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. CHTRX (3.53B). 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 : 24.23 vs. CHTRX (18.33). VTSMX return over 5 years is better than : 79.24 vs. CHTRX (28.24).
| 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 | 17.771 | 23.596 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 1.84T | 0% |
| Annual Yield % from dividends | 0.31 | 1.26 | 25% |
| Returns for 1 year | 18.33 | 24.23 | 76% |
| Returns for 3 years | 7.23 | 24.14 | 30% |
| Returns for 5 years | 28.24 | 79.24 | 36% |
| Returns for 10 years | -1.68 | 184.08 | -1% |
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