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USRTX vs VFINX
USRTX vs VFINX Comparison
Open Charts USRTX vs VFINX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.95
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets697.33M
Vanguard 500 Index Investor
Price$609.07
Change-$0.27 (-0.04%)
VolumeN/A
Net Assets1.37T
USRTX vs VFINX Comparison Chart in %
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USRTX vs. VFINX commentary
Sep 13, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. USRTX (697M). VFINX pays higher dividends than USRTX: VFINX (1.07) vs USRTX (0.15). 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 : 17.78 vs. USRTX (5.56). VFINX return over 5 years is better than : 97.22 vs. USRTX (36.90).
| 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 | 12.384 | 12.273 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.37T | 0% |
| Annual Yield % from dividends | 0.15 | 1.07 | 14% |
| Returns for 1 year | 5.56 | 17.78 | 31% |
| Returns for 3 years | 40.93 | 67.53 | 61% |
| Returns for 5 years | 36.90 | 97.22 | 38% |
| Returns for 10 years | N/A | 232.89 | - |