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USGRX vs VTSMX
USGRX vs VTSMX Comparison
Open Charts USGRX vs VTSMX
Victory Growth & Income
Price$28.82
Change+$0.08 (+0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.33
Change+$0.64 (+0.45%)
VolumeN/A
CapitalizationN/A
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USGRX vs VTSMX Comparison Chart
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USGRX vs. VTSMX commentary
Nov 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. USGRX (2.11B). VTSMX pays higher dividends than USGRX: VTSMX (1.26) vs USGRX (0.85). USGRX was incepted earlier than VTSMX: USGRX (31 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 (38.56) and USGRX (37.15) have marching annual gain over last year. VTSMX return over 5 years is better than : 89.45 vs. USGRX (26.77).
| USGRX | VTSMX | USGRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 24.867 | 25.061 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 1.73T | 0% |
| Annual Yield % from dividends | 0.85 | 1.26 | 67% |
| Returns for 1 year | 37.15 | 38.56 | 96% |
| Returns for 3 years | 5.36 | 22.86 | 23% |
| Returns for 5 years | 26.77 | 89.45 | 30% |
| Returns for 10 years | 28.08 | 193.85 | 14% |