Interact to see
Advertisement
Advertisement
CHTVX vs VSMPX
CHTVX vs VSMPX Comparison
Open Charts CHTVX vs VSMPX
CHTVX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CHTVX vs. VSMPX commentary
Jun 29, 2026
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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.31T vs. CHTVX (3.64B). VSMPX pays higher dividends than CHTVX: VSMPX (1.02) vs CHTVX (0.41). CHTVX was incepted earlier than VSMPX: CHTVX (35 years) vs VSMPX (11 years). CHTVX (0.75) is less costly to investors than VSMPX (0.02). CHTVX is a more actively managed with annual turnover of: 36.00 vs. VSMPX (3.00). CHTVX has a lower initial minimum investment than VSMPX: CHTVX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 20.36 vs. CHTVX (6.97). VSMPX return over 5 years is better than : 63.98 vs. CHTVX (14.73).
| CHTVX | VSMPX | CHTVX / VSMPX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 0.75 | 0.02 | 3,750% |
| Fund Existence | 35 years | 11 years | - |
| Gain YTD | 3.389 | 8.321 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 2.31T | 0% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | 6.97 | 20.36 | 34% |
| Returns for 3 years | 34.95 | 67.96 | 51% |
| Returns for 5 years | 14.73 | 63.98 | 23% |
| Returns for 10 years | 43.74 | 252.11 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement