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CHTRX vs VFINX
CHTRX vs VFINX Comparison
Open Charts CHTRX vs VFINX
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
CHTRX vs VFINX Comparison Chart in %
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CHTRX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. CHTRX (3.7B). VFINX pays higher dividends than CHTRX: VFINX (1.01) vs CHTRX (0.22). CHTRX was incepted earlier than VFINX: CHTRX (57 years) vs VFINX (49 years). CHTRX (1.01) is less costly to investors than VFINX (0.14). CHTRX is a more actively managed with annual turnover of: 36.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CHTRX: VFINX (0) vs CHTRX (1000). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. CHTRX (5.82). VFINX return over 5 years is better than : 78.93 vs. CHTRX (19.98).
| CHTRX | VFINX | CHTRX / VFINX | |
| Total Expense Ratio | 1.01 | 0.14 | 721% |
| Annual Report Gross Expense Ratio | 1.01 | 0.14 | 721% |
| Fund Existence | 57 years | 49 years | - |
| Gain YTD | 0.187 | 1.131 | 17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.48T | 0% |
| Annual Yield % from dividends | 0.22 | 1.01 | 22% |
| Returns for 1 year | 5.82 | 15.48 | 38% |
| Returns for 3 years | 36.57 | 67.54 | 54% |
| Returns for 5 years | 19.98 | 78.93 | 25% |
| Returns for 10 years | 40.11 | 268.63 | 15% |
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