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FXAIX vs USRTX
FXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTX
Horizon Multi-Factor U.S. Equity Advisor
Price$32.82
Change-$0.79 (-2.35%)
VolumeN/A
CapitalizationN/A
FXAIX vs USRTX Comparison Chart
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FXAIX vs. USRTX commentary
Dec 19, 2024
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 StrongBuy and USRTX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. USRTX (595M). FXAIX pays higher dividends than USRTX: FXAIX (1.31) vs USRTX (0.35). FXAIX was incepted earlier than USRTX: FXAIX (14 years) vs USRTX (5 years). USRTX is a more actively managed with annual turnover of: 238.00 vs. FXAIX (3.00). 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 : 29.40 vs. USRTX (18.61).
| FXAIX | USRTX | FXAIX / USRTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 28.550 | 20.423 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 595M | 106,218% |
| Annual Yield % from dividends | 1.31 | 0.35 | 371% |
| Returns for 1 year | 29.40 | 18.61 | 158% |
| Returns for 3 years | 37.14 | -0.61 | -6,052% |
| Returns for 5 years | 104.23 | N/A | - |
| Returns for 10 years | 217.91 | N/A | - |