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USRTX vs VFIAX
USRTX vs VFIAX Comparison
Open Charts USRTX vs VFIAX
USRTX vs VFIAX Comparison Chart in %
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USRTX vs. VFIAX commentary
Aug 03, 2026
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: 1.67T vs. USRTX (759M). VFIAX pays higher dividends than USRTX: VFIAX (1.06) vs USRTX (0.16). USRTX was incepted earlier than VFIAX: USRTX (7 years) vs VFIAX (26 years). USRTX (1.17) is less costly to investors than VFIAX (0.04). USRTX is a more actively managed with annual turnover of: 134.00 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 : 18.19 vs. USRTX (8.43). VFIAX return over 5 years is better than : 70.57 vs. USRTX (11.12).
| USRTX | VFIAX | USRTX / VFIAX | |
| Total Expense Ratio | 1.17 | 0.04 | 2,925% |
| Annual Report Gross Expense Ratio | 1.17 | 0.04 | 2,925% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 8.915 | 9.464 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 1.67T | 0% |
| Annual Yield % from dividends | 0.16 | 1.06 | 15% |
| Returns for 1 year | 8.43 | 18.19 | 46% |
| Returns for 3 years | 29.04 | 63.87 | 45% |
| Returns for 5 years | 11.12 | 70.57 | 16% |
| Returns for 10 years | N/A | 247.71 | - |
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