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USRAX vs VTSMX
USRAX vs VTSMX Comparison
Open Charts USRAX vs VTSMX
Horizon Multi-Factor U.S. Equity I
Price$30.89
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets610.07M
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
USRAX vs VTSMX Comparison Chart
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USRAX vs. VTSMX commentary
May 23, 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: 1.72T vs. USRAX (610M). VTSMX pays higher dividends than USRAX: VTSMX (1.26) vs USRAX (0.35). USRAX was incepted earlier than VTSMX: USRAX (6 years) vs VTSMX (33 years). USRAX (1.08) 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 : 9.50 vs. USRAX (1.06). VTSMX return over 5 years is better than : 92.91 vs. USRAX (38.33).
| USRAX | VTSMX | USRAX / VTSMX | |
| Total Expense Ratio | 1.08 | 0.14 | 771% |
| Annual Report Gross Expense Ratio | 1.08 | 0.14 | 771% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 2.481 | -0.985 | -252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 1.72T | 0% |
| Annual Yield % from dividends | 0.35 | 1.26 | 27% |
| Returns for 1 year | 1.06 | 9.50 | 11% |
| Returns for 3 years | 26.35 | 44.74 | 59% |
| Returns for 5 years | 38.33 | 92.91 | 41% |
| Returns for 10 years | N/A | 169.81 | - |
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