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USGRX vs VTSAX
USGRX vs VTSAX Comparison
Open Charts USGRX vs VTSAX
Victory Growth & Income
Price$27.63
Change-$0.10 (-0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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USGRX vs VTSAX Comparison Chart
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USGRX vs. VTSAX commentary
Sep 21, 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 USGRX is a StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. USGRX (2.04B). VTSAX pays higher dividends than USGRX: VTSAX (1.35) vs USGRX (0.85). USGRX was incepted earlier than VTSAX: USGRX (31 years) vs VTSAX (24 years). USGRX is a more actively managed with annual turnover of: 43.00 vs. VTSAX (2.00). USGRX (3000) and VTSAX (3000) have matching initial minimum investment requirements. USGRX annual gain was more profitable for investors over the last year : 33.65 vs. VTSAX (31.56). VTSAX return over 5 years is better than : 85.68 vs. USGRX (23.58).
| USGRX | VTSAX | USGRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 19.847 | 18.645 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 1.72T | 0% |
| Annual Yield % from dividends | 0.85 | 1.35 | 63% |
| Returns for 1 year | 33.65 | 31.56 | 107% |
| Returns for 3 years | 7.77 | 25.35 | 31% |
| Returns for 5 years | 23.58 | 85.68 | 28% |
| Returns for 10 years | 24.98 | 188.32 | 13% |
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