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CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
CHTRX vs VTSMX Comparison Chart in %
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CHTRX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. CHTRX (3.68B). VTSMX pays higher dividends than CHTRX: VTSMX (1.02) vs CHTRX (0.44). CHTRX was incepted earlier than VTSMX: CHTRX (57 years) vs VTSMX (34 years). CHTRX (1.01) is less costly to investors than VTSMX (0.14). CHTRX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). CHTRX has a lower initial minimum investment than VTSMX: CHTRX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. CHTRX (5.90). VTSMX return over 5 years is better than : 83.98 vs. CHTRX (34.10).
| CHTRX | VTSMX | CHTRX / VTSMX | |
| Total Expense Ratio | 1.01 | 0.14 | 721% |
| Annual Report Gross Expense Ratio | 1.01 | 0.14 | 721% |
| Fund Existence | 57 years | 34 years | - |
| Gain YTD | 15.840 | 15.972 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.68B | 2.05T | 0% |
| Annual Yield % from dividends | 0.44 | 1.02 | 43% |
| Returns for 1 year | 5.90 | 13.42 | 44% |
| Returns for 3 years | 48.92 | 68.22 | 72% |
| Returns for 5 years | 34.10 | 83.98 | 41% |
| Returns for 10 years | 22.16 | 235.40 | 9% |
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