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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
Sep 13, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.76T vs. USRTX (740M). VFIAX pays higher dividends than USRTX: VFIAX (1.03) vs USRTX (0.15). 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 : 15.25 vs. USRTX (5.26). VFIAX return over 5 years is better than : 70.39 vs. USRTX (9.78).
| 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 | 9.559 | 11.115 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 1.76T | 0% |
| Annual Yield % from dividends | 0.15 | 1.03 | 15% |
| Returns for 1 year | 5.26 | 15.25 | 34% |
| Returns for 3 years | 31.37 | 70.26 | 45% |
| Returns for 5 years | 9.78 | 70.39 | 14% |
| Returns for 10 years | N/A | 258.35 | - |
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