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CHTYX vs VTSMX
CHTYX vs VTSMX Comparison
Open Charts CHTYX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
CHTYX vs VTSMX Comparison Chart
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CHTYX vs. VTSMX commentary
Apr 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 CHTYX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. CHTYX (3.28B). VTSMX pays higher dividends than CHTYX: VTSMX (1.25) vs CHTYX (0.76). CHTYX was incepted earlier than VTSMX: CHTYX (17 years) vs VTSMX (33 years). CHTYX (0.76) is less costly to investors than VTSMX (0.14). CHTYX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). CHTYX has a lower initial minimum investment than VTSMX: CHTYX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.35 vs. CHTYX (2.05). VTSMX return over 5 years is better than : 124.42 vs. CHTYX (59.63).
| CHTYX | VTSMX | CHTYX / VTSMX | |
| Total Expense Ratio | 0.76 | 0.14 | 543% |
| Annual Report Gross Expense Ratio | 0.76 | 0.14 | 543% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -4.026 | -4.752 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 1.81T | 0% |
| Annual Yield % from dividends | 0.76 | 1.25 | 61% |
| Returns for 1 year | 2.05 | 7.35 | 28% |
| Returns for 3 years | 7.10 | 21.00 | 34% |
| Returns for 5 years | 59.63 | 124.42 | 48% |
| Returns for 10 years | -4.14 | 166.40 | -2% |