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USRTX vs VFINX
USRTX vs VFINX Comparison
Open Charts USRTX vs VFINX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.45
Change-$0.06 (-0.18%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$539.39
Change-$0.09 (-0.02%)
VolumeN/A
CapitalizationN/A
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USRTX vs VFINX Comparison Chart
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USRTX vs. VFINX commentary
Oct 18, 2024
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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. USRTX (505M). VFINX pays higher dividends than USRTX: VFINX (1.24) vs USRTX (0.35). USRTX was incepted earlier than VFINX: USRTX (5 years) vs VFINX (48 years). USRTX is a more actively managed with annual turnover of: 238.00 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 : 33.68 vs. USRTX (23.97).
| USRTX | VFINX | USRTX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 48 years | - |
| Gain YTD | 20.064 | 22.637 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 1.28T | 0% |
| Annual Yield % from dividends | 0.35 | 1.24 | 29% |
| Returns for 1 year | 23.97 | 33.68 | 71% |
| Returns for 3 years | 3.51 | 30.72 | 11% |
| Returns for 5 years | N/A | 95.77 | - |
| Returns for 10 years | N/A | 211.64 | - |
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