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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
Jul 14, 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: 1.67T vs. USRTX (791M). VFIAX pays higher dividends than USRTX: VFIAX (1.06) 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 : 21.06 vs. USRTX (10.52). VFIAX return over 5 years is better than : 73.37 vs. USRTX (13.52).
| 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 | 9.865 | 10.683 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 1.67T | 0% |
| Annual Yield % from dividends | 0.16 | 1.06 | 15% |
| Returns for 1 year | 10.52 | 21.06 | 50% |
| Returns for 3 years | 32.70 | 68.38 | 48% |
| Returns for 5 years | 13.52 | 73.37 | 18% |
| Returns for 10 years | N/A | 250.96 | - |
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