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USRTX vs VFIAX
USRTX vs VFIAX Comparison
Open Charts USRTX vs VFIAX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.33
Change+$0.22 (+0.66%)
VolumeN/A
Net Assets682.21M
Vanguard 500 Index Admiral
Price$590.14
Change+$4.61 (+0.79%)
VolumeN/A
Net Assets1.49T
USRTX vs VFIAX Comparison Chart in %
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USRTX vs. VFIAX commentary
Aug 10, 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 USRTX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. USRTX (682M). VFIAX pays higher dividends than USRTX: VFIAX (1.18) vs USRTX (0.15). USRTX was incepted earlier than VFIAX: USRTX (6 years) vs VFIAX (25 years). USRTX (1.19) is less costly to investors than VFIAX (0.04). USRTX is a more actively managed with annual turnover of: 164.00 vs. VFIAX (2.00). USRTX has a lower initial minimum investment than VFIAX: USRTX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 20.20 vs. USRTX (7.93). VFIAX return over 5 years is better than : 90.77 vs. USRTX (32.30).
| USRTX | VFIAX | USRTX / VFIAX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 10.073 | 8.754 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 1.49T | 0% |
| Annual Yield % from dividends | 0.15 | 1.18 | 13% |
| Returns for 1 year | 7.93 | 20.20 | 39% |
| Returns for 3 years | 33.70 | 55.08 | 61% |
| Returns for 5 years | 32.30 | 90.77 | 36% |
| Returns for 10 years | N/A | 206.72 | - |
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