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FXAIX vs USRTX
FXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTX
Horizon Multi-Factor U.S. Equity Advisor
Price$31.29
Change-$0.44 (-1.39%)
VolumeN/A
Net Assets604.45M
FXAIX vs USRTX Comparison Chart
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FXAIX vs. USRTX commentary
Feb 23, 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 StrongBuy and USRTX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. USRTX (604M). 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 : 19.81 vs. USRTX (3.54). FXAIX return over 5 years is better than : 94.76 vs. USRTX (18.25).
| 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 | 2.419 | 3.336 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 604M | 105,795% |
| Annual Yield % from dividends | 1.31 | 0.35 | 371% |
| Returns for 1 year | 19.81 | 3.54 | 560% |
| Returns for 3 years | 46.26 | 23.46 | 197% |
| Returns for 5 years | 94.76 | 18.25 | 519% |
| Returns for 10 years | 208.81 | N/A | - |
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