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CHTRX vs VFIAX
CHTRX vs VFIAX Comparison
Open Charts CHTRX vs VFIAX
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
CHTRX vs VFIAX Comparison Chart in %
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CHTRX vs. VFIAX commentary
Feb 04, 2026
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 CHTRX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. CHTRX (3.7B). VFIAX pays higher dividends than CHTRX: VFIAX (1.10) vs CHTRX (0.22). CHTRX was incepted earlier than VFIAX: CHTRX (57 years) vs VFIAX (25 years). CHTRX (1.01) is less costly to investors than VFIAX (0.04). CHTRX is a more actively managed with annual turnover of: 36.00 vs. VFIAX (2.00). CHTRX has a lower initial minimum investment than VFIAX: CHTRX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. CHTRX (5.82). VFIAX return over 5 years is better than : 78.94 vs. CHTRX (19.98).
| CHTRX | VFIAX | CHTRX / VFIAX | |
| Total Expense Ratio | 1.01 | 0.04 | 2,525% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 57 years | 25 years | - |
| Gain YTD | 0.187 | 1.141 | 16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.48T | 0% |
| Annual Yield % from dividends | 0.22 | 1.10 | 20% |
| Returns for 1 year | 5.82 | 15.49 | 38% |
| Returns for 3 years | 36.57 | 67.56 | 54% |
| Returns for 5 years | 19.98 | 78.94 | 25% |
| Returns for 10 years | 40.11 | 268.61 | 15% |
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