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FXAIX vs USRTX
FXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTX
Horizon Multi-Factor U.S. Equity Advisor
Price$31.74
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets623.98M
FXAIX vs USRTX Comparison Chart
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FXAIX vs. USRTX commentary
Jun 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 FXAIX is a Buy and USRTX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. USRTX (624M). FXAIX pays higher dividends than USRTX: FXAIX (1.26) vs USRTX (0.16). FXAIX was incepted earlier than USRTX: FXAIX (14 years) vs USRTX (5 years). USRTX (1.19) is less costly to investors than FXAIX (0.01). USRTX is a more actively managed with annual turnover of: 164.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than USRTX: FXAIX (0) vs USRTX (2500). FXAIX annual gain was more profitable for investors over the last year : 12.43 vs. USRTX (1.54). FXAIX return over 5 years is better than : 100.49 vs. USRTX (31.81).
| FXAIX | USRTX | FXAIX / USRTX | |
| Total Expense Ratio | 0.01 | 1.19 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.19 | 1% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 1.537 | 4.227 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 624M | 101,603% |
| Annual Yield % from dividends | 1.26 | 0.16 | 810% |
| Returns for 1 year | 12.43 | 1.54 | 805% |
| Returns for 3 years | 49.35 | 22.70 | 217% |
| Returns for 5 years | 100.49 | 31.81 | 316% |
| Returns for 10 years | 212.02 | N/A | - |
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