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USGRX
Price
$28.72
Change
+$0.27 (+0.95%)
Updated
Nov 21 closing price
VTSMX
Price
$143.57
Change
+$0.99 (+0.69%)
Updated
Nov 21 closing price
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USGRX vs VTSMX

Header iconUSGRX vs VTSMX Comparison
Open Charts USGRX vs VTSMXBanner chart's image
Victory Growth & Income
Price$28.72
Change+$0.27 (+0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.57
Change+$0.99 (+0.69%)
VolumeN/A
CapitalizationN/A
USGRX vs VTSMX Comparison Chart
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VS
USGRX vs. VTSMX commentary
Nov 22, 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 VTSMX is a StrongSell.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. USGRX (2.08B). VTSMX pays higher dividends than USGRX: VTSMX (1.26) vs USGRX (0.85). USGRX was incepted earlier than VTSMX: USGRX (32 years) vs VTSMX (33 years). USGRX is a more actively managed with annual turnover of: 43.00 vs. VTSMX (2.00). USGRX (3000) and VTSMX (3000) have matching initial minimum investment requirements. VTSMX (31.17) and USGRX (30.58) have marching annual gain over last year. VTSMX return over 5 years is better than : 87.20 vs. USGRX (25.23).
USGRXVTSMXUSGRX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years33 years-
Gain YTD24.43424.402100%
Front LoadN/AN/A-
Min. Initial Investment30003000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.08B1.73T0%
Annual Yield % from dividends0.851.2667%
Returns for 1 year30.5831.1798%
Returns for 3 years5.0323.1122%
Returns for 5 years25.2387.2029%
Returns for 10 years26.21187.9714%
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