Interact to see
Advertisement
Advertisement
FXAIX vs USRTX
FXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.33
Change+$0.22 (+0.66%)
VolumeN/A
Net Assets682.21M
FXAIX vs USRTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. USRTX commentary
Aug 10, 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: 682B vs. USRTX (682M). FXAIX pays higher dividends than USRTX: FXAIX (1.19) vs USRTX (0.15). FXAIX was incepted earlier than USRTX: FXAIX (14 years) vs USRTX (6 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 : 21.70 vs. USRTX (7.93). FXAIX return over 5 years is better than : 105.40 vs. USRTX (32.30).
| 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 | 6 years | - |
| Gain YTD | 9.435 | 10.073 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 682M | 100,000% |
| Annual Yield % from dividends | 1.19 | 0.15 | 798% |
| Returns for 1 year | 21.70 | 7.93 | 274% |
| Returns for 3 years | 62.06 | 33.70 | 184% |
| Returns for 5 years | 105.40 | 32.30 | 326% |
| Returns for 10 years | 236.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement