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FXAIX vs USRTX
FXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTX
Horizon Multi-Factor U.S. Equity Advisor
Price$32.54
Change-$0.08 (-0.25%)
VolumeN/A
Net Assets656.02M
FXAIX vs USRTX Comparison Chart in %
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FXAIX vs. USRTX commentary
Jul 09, 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: 666B vs. USRTX (656M). FXAIX pays higher dividends than USRTX: FXAIX (1.20) vs USRTX (0.15). 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 : 13.27 vs. USRTX (3.10). FXAIX return over 5 years is better than : 112.99 vs. USRTX (37.43).
| 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 | 6.627 | 7.728 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 656M | 101,524% |
| Annual Yield % from dividends | 1.20 | 0.15 | 800% |
| Returns for 1 year | 13.27 | 3.10 | 428% |
| Returns for 3 years | 67.08 | 35.76 | 188% |
| Returns for 5 years | 112.99 | 37.43 | 302% |
| Returns for 10 years | 229.56 | N/A | - |
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