Interact to see
Advertisement
Advertisement
CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
CHTRX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CHTRX vs. VTSMX commentary
Oct 19, 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: 2.02T vs. CHTRX (3.69B). VTSMX pays higher dividends than CHTRX: VTSMX (1.04) vs CHTRX (0.45). 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 : 13.79 vs. CHTRX (6.59). VTSMX return over 5 years is better than : 84.86 vs. CHTRX (34.99).
| 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 | 13.209 | 13.012 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 2.02T | 0% |
| Annual Yield % from dividends | 0.45 | 1.04 | 43% |
| Returns for 1 year | 6.59 | 13.79 | 48% |
| Returns for 3 years | 54.02 | 76.02 | 71% |
| Returns for 5 years | 34.99 | 84.86 | 41% |
| Returns for 10 years | 17.01 | 225.10 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement