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CHTVX vs VFINX
CHTVX vs VFINX Comparison
Open Charts CHTVX vs VFINX
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
CHTVX vs VFINX Comparison Chart
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CHTVX vs. VFINX commentary
May 09, 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 CHTVX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. CHTVX (3.27B). VFINX pays higher dividends than CHTVX: VFINX (1.25) vs CHTVX (0.72). CHTVX was incepted earlier than VFINX: CHTVX (34 years) vs VFINX (49 years). CHTVX (0.75) is less costly to investors than VFINX (0.14). CHTVX is a more actively managed with annual turnover of: 37.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CHTVX: VFINX (0) vs CHTVX (1000000). VFINX annual gain was more profitable for investors over the last year : 8.59 vs. CHTVX (3.51). VFINX return over 5 years is better than : 92.15 vs. CHTVX (42.14).
| CHTVX | VFINX | CHTVX / VFINX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.75 | 0.14 | 536% |
| Fund Existence | 34 years | 49 years | - |
| Gain YTD | -3.217 | -4.186 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 1.34T | 0% |
| Annual Yield % from dividends | 0.72 | 1.25 | 58% |
| Returns for 1 year | 3.51 | 8.59 | 41% |
| Returns for 3 years | 26.23 | 41.15 | 64% |
| Returns for 5 years | 42.14 | 92.15 | 46% |
| Returns for 10 years | 0.33 | 167.70 | 0% |
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