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FXAIX vs USRTX
FXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTX
FXAIX vs USRTX Comparison Chart in %
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FXAIX vs. USRTX commentary
Jul 14, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 828B vs. USRTX (791M). FXAIX pays higher dividends than USRTX: FXAIX (1.04) vs USRTX (0.16). FXAIX was incepted earlier than USRTX: FXAIX (15 years) vs USRTX (6 years). USRTX (1.17) is less costly to investors than FXAIX (0.01). USRTX is a more actively managed with annual turnover of: 134.00 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 : 22.46 vs. USRTX (10.52). FXAIX return over 5 years is better than : 85.95 vs. USRTX (13.52).
| FXAIX | USRTX | FXAIX / USRTX | |
| Total Expense Ratio | 0.01 | 1.17 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.17 | 1% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 11.350 | 9.865 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828B | 791M | 104,678% |
| Annual Yield % from dividends | 1.04 | 0.16 | 670% |
| Returns for 1 year | 22.46 | 10.52 | 213% |
| Returns for 3 years | 74.97 | 32.70 | 229% |
| Returns for 5 years | 85.95 | 13.52 | 636% |
| Returns for 10 years | 288.22 | N/A | - |
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