Ad is loading...
CHTVX vs VTSMX
CHTVX vs VTSMX Comparison
Open Charts CHTVX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
CHTVX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CHTVX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CHTVX (3.27B). VTSMX pays higher dividends than CHTVX: VTSMX (1.26) vs CHTVX (0.72). 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 : 7.85 vs. CHTVX (3.51). VTSMX return over 5 years is better than : 87.92 vs. CHTVX (42.14).
| 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 | -3.217 | -4.660 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 1.72T | 0% |
| Annual Yield % from dividends | 0.72 | 1.26 | 57% |
| Returns for 1 year | 3.51 | 7.85 | 45% |
| Returns for 3 years | 26.23 | 39.37 | 67% |
| Returns for 5 years | 42.14 | 87.92 | 48% |
| Returns for 10 years | 0.33 | 162.78 | 0% |
View a ticker or compare two or three
VS
VS
Ad is loading...