Ad is loading...
USGRX vs VTSMX
USGRX vs VTSMX Comparison
Open Charts USGRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$126.12
Change+$3.14 (+2.55%)
VolumeN/A
Net Assets1.7T
USGRX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
USGRX vs. VTSMX commentary
Apr 24, 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 USGRX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. USGRX (1.76B). VTSMX pays higher dividends than USGRX: VTSMX (1.25) vs USGRX (0.89). USGRX was incepted earlier than VTSMX: USGRX (32 years) vs VTSMX (33 years). USGRX (0.85) is less costly to investors than VTSMX (0.14). USGRX is a more actively managed with annual turnover of: 75.00 vs. VTSMX (2.00). USGRX (3000) and VTSMX (3000) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 2.21 vs. USGRX (-13.99). VTSMX return over 5 years is better than : 81.64 vs. USGRX (28.64).
| USGRX | VTSMX | USGRX / VTSMX | |
| Total Expense Ratio | 0.85 | 0.14 | 607% |
| Annual Report Gross Expense Ratio | 0.85 | 0.14 | 607% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -10.375 | -12.755 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 1.7T | 0% |
| Annual Yield % from dividends | 0.89 | 1.25 | 71% |
| Returns for 1 year | -13.99 | 2.21 | -632% |
| Returns for 3 years | -5.42 | 18.30 | -30% |
| Returns for 5 years | 28.64 | 81.64 | 35% |
| Returns for 10 years | 1.98 | 138.63 | 1% |
View a ticker or compare two or three
VS
VS
Ad is loading...