Interact to see
Advertisement
Advertisement
CTHEX vs VWIAX
CTHEX vs VWIAX Comparison
Open Charts CTHEX vs VWIAX
American Funds College 2030 529E
Price$14.29
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets4.9B
Vanguard Wellesley® Income Admiral™
Price$64.29
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets49.02B
CTHEX vs VWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CTHEX vs. VWIAX commentary
Oct 27, 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 CTHEX is a Hold and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. CTHEX (4.9B). VWIAX pays higher dividends than CTHEX: VWIAX (3.48) vs CTHEX (2.79). CTHEX was incepted earlier than VWIAX: CTHEX (13 years) vs VWIAX (24 years). CTHEX (0.93) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. CTHEX (10.00). CTHEX has a lower initial minimum investment than VWIAX: CTHEX (250) vs VWIAX (50000). CTHEX annual gain was more profitable for investors over the last year : 8.85 vs. VWIAX (4.19). CTHEX return over 5 years is better than : 11.98 vs. VWIAX (5.88).
| CTHEX | VWIAX | CTHEX / VWIAX | |
| Total Expense Ratio | 0.93 | 0.16 | 581% |
| Annual Report Gross Expense Ratio | 0.93 | 0.16 | 581% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 10.604 | 9.227 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.9B | 49B | 10% |
| Annual Yield % from dividends | 2.79 | 3.48 | 80% |
| Returns for 1 year | 8.85 | 4.19 | 211% |
| Returns for 3 years | 31.76 | 16.09 | 197% |
| Returns for 5 years | 11.98 | 5.88 | 204% |
| Returns for 10 years | 35.70 | 26.60 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| QRVLX | 34.27 | 0.20 | +0.59% |
| FPA Queens Road Value | |||
| FLCOX | 20.41 | 0.12 | +0.59% |
| Fidelity Large Cap Value Index | |||
| IRPSX | 10.59 | 0.03 | +0.28% |
| VY® T. Rowe Price Equity Income S | |||
| NWXPX | 10.78 | 0.01 | +0.09% |
| Nationwide International Index Instl Svc | |||
| FGADX | 44.42 | -0.56 | -1.25% |
| Franklin Gold and Precious Metals Adv | |||