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FCHTX vs VTRNX
FCHTX vs VTRNX Comparison Chart
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FCHTX vs. VTRNX commentary
May 21, 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 FCHTX is a Hold and VTRNX is a Hold.
FUNDAMENTALS
Fundamentals
FCHTX has more cash in the bank: 39.9B vs. VTRNX (198M). VTRNX pays higher dividends than FCHTX: VTRNX (1.96) vs FCHTX (1.47). FCHTX was incepted earlier than VTRNX: FCHTX (8 years) vs VTRNX (9 years). FCHTX (0.37) is less costly to investors than VTRNX (0.33). VTRNX is a more actively managed with annual turnover of: 45.00 vs. FCHTX (5.00). FCHTX (1000000) and VTRNX (1000000) have matching initial minimum investment requirements. VTRNX annual gain was more profitable for investors over the last year : 9.90 vs. FCHTX (9.16). FCHTX return over 5 years is better than : 50.90 vs. VTRNX (44.03).
| FCHTX | VTRNX | FCHTX / VTRNX | |
| Total Expense Ratio | 0.37 | 0.25 | 148% |
| Annual Report Gross Expense Ratio | 0.37 | 0.33 | 112% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 5.311 | 4.963 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9B | 198M | 20,152% |
| Annual Yield % from dividends | 1.47 | 1.96 | 75% |
| Returns for 1 year | 9.16 | 9.90 | 93% |
| Returns for 3 years | 30.46 | 34.77 | 88% |
| Returns for 5 years | 50.90 | 44.03 | 116% |
| Returns for 10 years | N/A | N/A | - |
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