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USRTX vs VFINX
USRTX vs VFINX Comparison
Open Charts USRTX vs VFINX
USRTX vs VFINX Comparison Chart in %
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USRTX vs. VFINX commentary
Jun 24, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.7T vs. USRTX (779M). VFINX pays higher dividends than USRTX: VFINX (0.93) vs USRTX (0.16). USRTX was incepted earlier than VFINX: USRTX (6 years) vs VFINX (50 years). USRTX (1.17) is less costly to investors than VFINX (0.14). USRTX is a more actively managed with annual turnover of: 134.00 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 : 25.71 vs. USRTX (12.80). VFINX return over 5 years is better than : 76.97 vs. USRTX (15.05).
| USRTX | VFINX | USRTX / VFINX | |
| Total Expense Ratio | 1.17 | 0.14 | 836% |
| Annual Report Gross Expense Ratio | 1.17 | 0.14 | 836% |
| Fund Existence | 6 years | 50 years | - |
| Gain YTD | 8.609 | 9.820 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 779M | 1.7T | 0% |
| Annual Yield % from dividends | 0.16 | 0.93 | 17% |
| Returns for 1 year | 12.80 | 25.71 | 50% |
| Returns for 3 years | 34.90 | 72.59 | 48% |
| Returns for 5 years | 15.05 | 76.97 | 20% |
| Returns for 10 years | N/A | 269.90 | - |
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