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CHTVX vs VTSMX
CHTVX vs VTSMX Comparison
Open Charts CHTVX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CHTVX vs VTSMX Comparison Chart in %
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CHTVX vs. VTSMX commentary
Jul 04, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CHTVX (3.56B). VTSMX pays higher dividends than CHTVX: VTSMX (1.12) vs CHTVX (0.65). CHTVX was incepted earlier than VTSMX: CHTVX (34 years) vs VTSMX (33 years). CHTVX (0.75) is less costly to investors than VTSMX (0.14). CHTVX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CHTVX: VTSMX (3000) vs CHTVX (1000000). VTSMX annual gain was more profitable for investors over the last year : 12.91 vs. CHTVX (8.11). VTSMX return over 5 years is better than : 93.92 vs. CHTVX (47.92).
| CHTVX | VTSMX | CHTVX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.75 | 0.14 | 536% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 7.040 | 5.513 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.56B | 1.82T | 0% |
| Annual Yield % from dividends | 0.65 | 1.12 | 58% |
| Returns for 1 year | 8.11 | 12.91 | 63% |
| Returns for 3 years | 43.53 | 60.70 | 72% |
| Returns for 5 years | 47.92 | 93.92 | 51% |
| Returns for 10 years | 13.00 | 195.50 | 7% |
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