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USRAX vs VTSMX
USRAX vs VTSMX Comparison
Open Charts USRAX vs VTSMX
Horizon Multi-Factor U.S. Equity I
Price$28.55
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets545.43M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
USRAX vs VTSMX Comparison Chart
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USRAX vs. VTSMX commentary
Apr 18, 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 USRAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. USRAX (545M). VTSMX pays higher dividends than USRAX: VTSMX (1.25) vs USRAX (0.34). USRAX was incepted earlier than VTSMX: USRAX (6 years) vs VTSMX (33 years). USRAX (1.09) is less costly to investors than VTSMX (0.14). USRAX is a more actively managed with annual turnover of: 164.00 vs. VTSMX (2.00). USRAX has a lower initial minimum investment than VTSMX: USRAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.35 vs. USRAX (-3.69). VTSMX return over 5 years is better than : 80.93 vs. USRAX (28.86).
| USRAX | VTSMX | USRAX / VTSMX | |
| Total Expense Ratio | 1.09 | 0.14 | 779% |
| Annual Report Gross Expense Ratio | 1.09 | 0.14 | 779% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | -5.987 | -10.853 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 1.7T | 0% |
| Annual Yield % from dividends | 0.34 | 1.25 | 27% |
| Returns for 1 year | -3.69 | 4.35 | -85% |
| Returns for 3 years | 7.46 | 17.53 | 43% |
| Returns for 5 years | 28.86 | 80.93 | 36% |
| Returns for 10 years | N/A | 145.67 | - |