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FXAIX vs USRTX
FXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTX
Horizon Multi-Factor U.S. Equity Advisor
Price$34.96
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets730.5M
FXAIX vs USRTX Comparison Chart in %
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FXAIX vs. USRTX commentary
Dec 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. USRTX (730M). FXAIX pays higher dividends than USRTX: FXAIX (1.11) vs USRTX (0.14). FXAIX was incepted earlier than USRTX: FXAIX (15 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 (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 : 15.62 vs. USRTX (2.09). FXAIX return over 5 years is better than : 102.53 vs. USRTX (30.47).
| FXAIX | USRTX | FXAIX / USRTX | |
| Total Expense Ratio | 0.01 | 1.19 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.19 | 1% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 17.766 | 15.456 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 730M | 101,233% |
| Annual Yield % from dividends | 1.11 | 0.14 | 791% |
| Returns for 1 year | 15.62 | 2.09 | 748% |
| Returns for 3 years | 80.67 | 37.30 | 216% |
| Returns for 5 years | 102.53 | 30.47 | 336% |
| Returns for 10 years | 258.24 | N/A | - |
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