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USGRX vs VTSMX
USGRX vs VTSMX Comparison
Open Charts USGRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
USGRX vs VTSMX Comparison Chart
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USGRX vs. VTSMX commentary
May 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: 1.72T vs. USGRX (1.95B). VTSMX pays higher dividends than USGRX: VTSMX (1.26) vs USGRX (0.90). 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 : 9.50 vs. USGRX (-8.43). VTSMX return over 5 years is better than : 92.91 vs. USGRX (34.32).
| 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 | -0.034 | -0.985 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 1.72T | 0% |
| Annual Yield % from dividends | 0.90 | 1.26 | 71% |
| Returns for 1 year | -8.43 | 9.50 | -89% |
| Returns for 3 years | 13.92 | 44.74 | 31% |
| Returns for 5 years | 34.32 | 92.91 | 37% |
| Returns for 10 years | 12.52 | 169.81 | 7% |
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