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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
Jun 24, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.7T vs. USRTX (779M). VFIAX pays higher dividends than USRTX: VFIAX (1.02) vs USRTX (0.16). USRTX was incepted earlier than VFIAX: USRTX (6 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 : 25.71 vs. USRTX (12.80). VFIAX return over 5 years is better than : 76.97 vs. USRTX (15.05).
| 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 | 6 years | 26 years | - |
| Gain YTD | 8.609 | 9.838 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 779M | 1.7T | 0% |
| Annual Yield % from dividends | 0.16 | 1.02 | 15% |
| Returns for 1 year | 12.80 | 25.71 | 50% |
| Returns for 3 years | 34.90 | 72.60 | 48% |
| Returns for 5 years | 15.05 | 76.97 | 20% |
| Returns for 10 years | N/A | 269.95 | - |
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