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CHTRX vs VTSAX
CHTRX vs VTSAX Comparison
Open Charts CHTRX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$163.46
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
CHTRX vs VTSAX Comparison Chart in %
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CHTRX vs. VTSAX commentary
Nov 14, 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 CHTRX is a Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. CHTRX (3.75B). VTSAX pays higher dividends than CHTRX: VTSAX (1.11) vs CHTRX (0.44). CHTRX was incepted earlier than VTSAX: CHTRX (57 years) vs VTSAX (25 years). CHTRX (1.01) is less costly to investors than VTSAX (0.04). CHTRX is a more actively managed with annual turnover of: 37.00 vs. VTSAX (2.00). CHTRX has a lower initial minimum investment than VTSAX: CHTRX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.43 vs. CHTRX (5.90). VTSAX return over 5 years is better than : 84.01 vs. CHTRX (34.10).
| CHTRX | VTSAX | CHTRX / VTSAX | |
| 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 | 15.840 | 15.982 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.44 | 1.11 | 39% |
| Returns for 1 year | 5.90 | 13.43 | 44% |
| Returns for 3 years | 48.92 | 68.24 | 72% |
| Returns for 5 years | 34.10 | 84.01 | 41% |
| Returns for 10 years | 22.16 | 236.16 | 9% |
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