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CHTRX vs VTSAX
CHTRX vs VTSAX Comparison
Open Charts CHTRX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
CHTRX vs VTSAX Comparison Chart in %
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CHTRX vs. VTSAX commentary
Dec 28, 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: 2.06T vs. CHTRX (3.73B). 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 : 14.33 vs. CHTRX (6.72). VTSAX return over 5 years is better than : 76.73 vs. CHTRX (26.29).
| 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 | 9.312 | 17.316 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.73B | 2.06T | 0% |
| Annual Yield % from dividends | 0.44 | 1.11 | 40% |
| Returns for 1 year | 6.72 | 14.33 | 47% |
| Returns for 3 years | 49.08 | 78.72 | 62% |
| Returns for 5 years | 26.29 | 76.73 | 34% |
| Returns for 10 years | 30.23 | 232.82 | 13% |
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