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CHTVX vs VTSMX
CHTVX vs VTSMX Comparison
Open Charts CHTVX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CHTVX vs VTSMX Comparison Chart in %
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CHTVX vs. VTSMX commentary
Jul 07, 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 CHTVX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CHTVX (3.59B). VTSMX pays higher dividends than CHTVX: VTSMX (1.12) vs CHTVX (0.65). CHTVX was incepted earlier than VTSMX: CHTVX (34 years) vs VTSMX (33 years). CHTVX (0.75) is less costly to investors than VTSMX (0.14). CHTVX is a more actively managed with annual turnover of: 37.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CHTVX: VTSMX (3000) vs CHTVX (1000000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. CHTVX (9.19). VTSMX return over 5 years is better than : 95.59 vs. CHTVX (49.40).
| CHTVX | VTSMX | CHTVX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.75 | 0.14 | 536% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 8.112 | 6.421 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 1.82T | 0% |
| Annual Yield % from dividends | 0.65 | 1.12 | 58% |
| Returns for 1 year | 9.19 | 13.89 | 66% |
| Returns for 3 years | 44.97 | 62.08 | 72% |
| Returns for 5 years | 49.40 | 95.59 | 52% |
| Returns for 10 years | 14.13 | 198.05 | 7% |
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