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FXAIX vs USRTX
FXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.33
Change-$0.33 (-0.98%)
VolumeN/A
CapitalizationN/A
FXAIX vs USRTX Comparison Chart
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FXAIX vs. USRTX commentary
Nov 18, 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 StrongSell and USRTX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. USRTX (570M). 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 : 32.03 vs. USRTX (22.35).
| 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 | 24.554 | 19.420 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593B | 570M | 104,035% |
| Annual Yield % from dividends | 1.31 | 0.35 | 371% |
| Returns for 1 year | 32.03 | 22.35 | 143% |
| Returns for 3 years | 30.80 | -1.87 | -1,646% |
| Returns for 5 years | 102.32 | N/A | - |
| Returns for 10 years | 210.78 | N/A | - |