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USRTX vs VFIAX
USRTX vs VFIAX Comparison
Open Charts USRTX vs VFIAX
Horizon Multi-Factor U.S. Equity Advisor
Price$34.26
Change-$0.11 (-0.32%)
VolumeN/A
Net Assets713.07M
Vanguard 500 Index Admiral
Price$619.84
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
USRTX vs VFIAX Comparison Chart in %
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USRTX vs. VFIAX commentary
Oct 09, 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 Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. USRTX (713M). VFIAX pays higher dividends than USRTX: VFIAX (1.14) vs USRTX (0.14). 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 : 18.41 vs. USRTX (5.24). VFIAX return over 5 years is better than : 95.80 vs. USRTX (33.51).
| 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 | 13.507 | 14.679 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 1.41T | 0% |
| Annual Yield % from dividends | 0.14 | 1.14 | 13% |
| Returns for 1 year | 5.24 | 18.41 | 28% |
| Returns for 3 years | 49.25 | 85.44 | 58% |
| Returns for 5 years | 33.51 | 95.80 | 35% |
| Returns for 10 years | N/A | 235.06 | - |
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