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CHTRX vs VTSMX
CHTRX vs VTSMX Comparison
Open Charts CHTRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
CHTRX vs VTSMX Comparison Chart in %
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CHTRX vs. VTSMX commentary
Feb 04, 2026
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: 2.06T vs. CHTRX (3.7B). VTSMX pays higher dividends than CHTRX: VTSMX (1.00) vs CHTRX (0.22). 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: 36.00 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 : 14.79 vs. CHTRX (5.82). VTSMX return over 5 years is better than : 68.19 vs. CHTRX (19.98).
| 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 | 0.187 | 1.373 | 14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 2.06T | 0% |
| Annual Yield % from dividends | 0.22 | 1.00 | 22% |
| Returns for 1 year | 5.82 | 14.79 | 39% |
| Returns for 3 years | 36.57 | 63.99 | 57% |
| Returns for 5 years | 19.98 | 68.19 | 29% |
| Returns for 10 years | 40.11 | 270.18 | 15% |
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