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CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
CHTRX vs VTSMX Comparison Chart in %
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CHTRX vs. VTSMX commentary
Sep 08, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CHTRX (3.64B). VTSMX pays higher dividends than CHTRX: VTSMX (1.07) vs CHTRX (0.46). CHTRX was incepted earlier than VTSMX: CHTRX (57 years) vs VTSMX (33 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 : 18.03 vs. CHTRX (11.40). VTSMX return over 5 years is better than : 84.94 vs. CHTRX (34.38).
| 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 | 33 years | - |
| Gain YTD | 10.577 | 10.330 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 1.95T | 0% |
| Annual Yield % from dividends | 0.46 | 1.07 | 43% |
| Returns for 1 year | 11.40 | 18.03 | 63% |
| Returns for 3 years | 43.44 | 63.63 | 68% |
| Returns for 5 years | 34.38 | 84.94 | 40% |
| Returns for 10 years | 15.38 | 224.15 | 7% |
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