Interact to see
Advertisement
Advertisement
USRTX vs VFINX
USRTX vs VFINX Comparison
Open Charts USRTX vs VFINX
Horizon Multi-Factor U.S. Equity Advisor
Price$34.26
Change-$0.11 (-0.32%)
VolumeN/A
Net Assets713.07M
Vanguard 500 Index Investor
Price$619.94
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
USRTX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
USRTX vs. VFINX commentary
Oct 09, 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 Hold and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. USRTX (713M). VFINX pays higher dividends than USRTX: VFINX (1.05) vs USRTX (0.14). USRTX was incepted earlier than VFINX: USRTX (6 years) vs VFINX (49 years). USRTX (1.19) is less costly to investors than VFINX (0.14). USRTX is a more actively managed with annual turnover of: 164.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than USRTX: VFINX (0) vs USRTX (2500). VFINX annual gain was more profitable for investors over the last year : 18.40 vs. USRTX (5.24). VFINX return over 5 years is better than : 95.79 vs. USRTX (33.51).
| USRTX | VFINX | USRTX / VFINX | |
| Total Expense Ratio | 1.19 | 0.14 | 850% |
| Annual Report Gross Expense Ratio | 1.19 | 0.14 | 850% |
| Fund Existence | 6 years | 49 years | - |
| Gain YTD | 13.507 | 14.677 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 1.41T | 0% |
| Annual Yield % from dividends | 0.14 | 1.05 | 14% |
| Returns for 1 year | 5.24 | 18.40 | 28% |
| Returns for 3 years | 49.25 | 85.42 | 58% |
| Returns for 5 years | 33.51 | 95.79 | 35% |
| Returns for 10 years | N/A | 235.08 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement