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USRTX vs VFIAX
USRTX vs VFIAX Comparison
Open Charts USRTX vs VFIAX
Horizon Multi-Factor U.S. Equity Advisor
Price$34.96
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets730.5M
Vanguard 500 Index Admiral
Price$633.24
Change+$3.39 (+0.54%)
VolumeN/A
Net Assets1.46T
USRTX vs VFIAX Comparison Chart in %
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USRTX vs. VFIAX commentary
Dec 01, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. USRTX (730M). VFIAX pays higher dividends than USRTX: VFIAX (1.11) 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 : 14.23 vs. USRTX (2.09). VFIAX return over 5 years is better than : 88.39 vs. USRTX (30.47).
| 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 | 15.456 | 16.712 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 730M | 1.46T | 0% |
| Annual Yield % from dividends | 0.14 | 1.11 | 13% |
| Returns for 1 year | 2.09 | 14.23 | 15% |
| Returns for 3 years | 37.30 | 73.17 | 51% |
| Returns for 5 years | 30.47 | 88.39 | 34% |
| Returns for 10 years | N/A | 225.73 | - |
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