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USPRX vs VTSMX
USPRX vs VTSMX Comparison
Open Charts USPRX vs VTSMX
Victory 500 Index Reward
Price$73.21
Change-$2.50 (-3.30%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
USPRX vs VTSMX Comparison Chart
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USPRX vs. VTSMX commentary
Dec 19, 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 USPRX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. USPRX (13.3B). VTSMX (1.26) and USPRX (1.24) have matching dividends . USPRX was incepted earlier than VTSMX: USPRX (23 years) vs VTSMX (33 years). USPRX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than USPRX: VTSMX (3000) vs USPRX (100000). USPRX (27.09) and VTSMX (26.90) have marching annual gain over last year. USPRX (86.30) and VTSMX (84.16) have equivalent 5 years return.
| USPRX | VTSMX | USPRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 26.259 | 26.352 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 1.84T | 1% |
| Annual Yield % from dividends | 1.24 | 1.26 | 98% |
| Returns for 1 year | 27.09 | 26.90 | 101% |
| Returns for 3 years | 30.64 | 27.88 | 110% |
| Returns for 5 years | 86.30 | 84.16 | 103% |
| Returns for 10 years | 179.64 | 192.04 | 94% |