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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
Jul 14, 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: 1.67T vs. USRTX (791M). VFINX pays higher dividends than USRTX: VFINX (0.97) 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 : 21.06 vs. USRTX (10.52). VFINX return over 5 years is better than : 73.37 vs. USRTX (13.52).
| 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 | 9.865 | 10.684 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 1.67T | 0% |
| Annual Yield % from dividends | 0.16 | 0.97 | 16% |
| Returns for 1 year | 10.52 | 21.06 | 50% |
| Returns for 3 years | 32.70 | 68.37 | 48% |
| Returns for 5 years | 13.52 | 73.37 | 18% |
| Returns for 10 years | N/A | 250.98 | - |
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