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USRTX vs VFIAX
USRTX vs VFIAX Comparison
Open Charts USRTX vs VFIAX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.95
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets697.33M
Vanguard 500 Index Admiral
Price$609.08
Change-$0.27 (-0.04%)
VolumeN/A
Net Assets1.37T
USRTX vs VFIAX Comparison Chart in %
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USRTX vs. VFIAX commentary
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. USRTX (697M). VFIAX pays higher dividends than USRTX: VFIAX (1.16) 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 : 17.78 vs. USRTX (5.56). VFIAX return over 5 years is better than : 97.22 vs. USRTX (36.90).
| 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 | 12.384 | 12.294 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.37T | 0% |
| Annual Yield % from dividends | 0.15 | 1.16 | 13% |
| Returns for 1 year | 5.56 | 17.78 | 31% |
| Returns for 3 years | 40.93 | 67.54 | 61% |
| Returns for 5 years | 36.90 | 97.22 | 38% |
| Returns for 10 years | N/A | 232.86 | - |