Ad is loading...
Compare trend and price CHTVX vs VFINX
CHTVX vs VFINX Comparison
Open Charts CHTVX vs VFINX
Vanguard 500 Index Investor
Price$420.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CHTVX vs VFINX Comparison Chart
Loading...
CHTVX vs. VFINX commentary
Nov 30, 2023
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: 851B vs. CHTVX (3.01B). VFINX pays higher dividends than CHTVX: VFINX (1.51) vs CHTVX (0.95). CHTVX was incepted earlier than VFINX: CHTVX (32 years) vs VFINX (47 years). CHTVX (0.75) is less costly to investors than VFINX (0.14). CHTVX is a more actively managed with annual turnover of: 52.00 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 : 14.99 vs. CHTVX (12.46). VFINX return over 5 years is better than : 64.70 vs. CHTVX (2.59).
| CHTVX | VFINX | CHTVX / VFINX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.75 | 0.14 | 536% |
| Fund Existence | 32 years | 47 years | - |
| Gain YTD | 18.603 | 18.865 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | 1000000 | N/A | - |
| Net Assets | 3.01B | 851B | 0% |
| Annual Yield % from dividends | 0.95 | 1.51 | 63% |
| Returns for 1 year | 12.46 | 14.99 | 83% |
| Returns for 3 years | 2.23 | 25.12 | 9% |
| Returns for 5 years | 2.59 | 64.70 | 4% |
| Returns for 10 years | -12.72 | 158.14 | -8% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PDEZX | 14.09 | 0.06 | +0.43% |
| PGIM Jennison Emerging Markets Eq Opps Z | |||
| ABCRX | 20.64 | 0.07 | +0.34% |
| American Beacon The London Co Inc Eq R6 | |||
| SMLVX | 10.84 | 0.03 | +0.28% |
| SGI US Small Cap Equity C | |||
| RYNVX | 104.66 | -0.10 | -0.10% |
| Rydex Nova Inv | |||
| JHUJX | 27.67 | -0.06 | -0.22% |
| JPMorgan Emerging Markets Equity R2 | |||