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FXAIX vs USRTX
FXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTX
Horizon Multi-Factor U.S. Equity Advisor
Price$34.26
Change-$0.11 (-0.32%)
VolumeN/A
Net Assets713.07M
FXAIX vs USRTX Comparison Chart in %
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FXAIX vs. USRTX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. USRTX (713M). FXAIX pays higher dividends than USRTX: FXAIX (1.12) vs USRTX (0.14). 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 : 19.85 vs. USRTX (5.24). FXAIX return over 5 years is better than : 110.49 vs. USRTX (33.51).
| 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 | 15.710 | 13.507 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 713M | 101,403% |
| Annual Yield % from dividends | 1.12 | 0.14 | 784% |
| Returns for 1 year | 19.85 | 5.24 | 379% |
| Returns for 3 years | 93.47 | 49.25 | 190% |
| Returns for 5 years | 110.49 | 33.51 | 330% |
| Returns for 10 years | 268.48 | N/A | - |
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