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FXAIX vs USRTX
FXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTX
Horizon Multi-Factor U.S. Equity Advisor
Price$29.07
Change-$1.07 (-3.55%)
VolumeN/A
Net Assets580M
FXAIX vs USRTX Comparison Chart
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FXAIX vs. USRTX commentary
Apr 05, 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 Hold and USRTX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. USRTX (580M). FXAIX pays higher dividends than USRTX: FXAIX (1.30) vs USRTX (0.16). FXAIX was incepted earlier than USRTX: FXAIX (14 years) vs USRTX (5 years). USRTX (1.22) 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 : 10.29 vs. USRTX (-2.24). FXAIX return over 5 years is better than : 146.07 vs. USRTX (43.92).
| FXAIX | USRTX | FXAIX / USRTX | |
| Total Expense Ratio | 0.01 | 1.22 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.22 | 1% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -3.262 | -0.462 | 705% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 580M | 103,103% |
| Annual Yield % from dividends | 1.30 | 0.16 | 805% |
| Returns for 1 year | 10.29 | -2.24 | -459% |
| Returns for 3 years | 29.57 | 11.47 | 258% |
| Returns for 5 years | 146.07 | 43.92 | 333% |
| Returns for 10 years | 197.24 | N/A | - |
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