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USRTX vs VSMPX
USRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPX
Horizon Multi-Factor U.S. Equity Advisor
Price$31.74
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets623.98M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
USRTX vs VSMPX Comparison Chart
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USRTX vs. VSMPX commentary
Jun 07, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. USRTX (624M). VSMPX pays higher dividends than USRTX: VSMPX (1.29) vs USRTX (0.16). USRTX was incepted earlier than VSMPX: USRTX (5 years) vs VSMPX (10 years). USRTX (1.19) is less costly to investors than VSMPX (0.02). USRTX is a more actively managed with annual turnover of: 164.00 vs. VSMPX (2.00). USRTX has a lower initial minimum investment than VSMPX: USRTX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.97 vs. USRTX (1.54). VSMPX return over 5 years is better than : 81.02 vs. USRTX (31.81).
| USRTX | VSMPX | USRTX / VSMPX | |
| Total Expense Ratio | 1.19 | 0.02 | 5,950% |
| Annual Report Gross Expense Ratio | 1.19 | 0.02 | 5,950% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 4.227 | 0.837 | 505% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 1.82T | 0% |
| Annual Yield % from dividends | 0.16 | 1.29 | 12% |
| Returns for 1 year | 1.54 | 10.97 | 14% |
| Returns for 3 years | 22.70 | 40.40 | 56% |
| Returns for 5 years | 31.81 | 81.02 | 39% |
| Returns for 10 years | N/A | 171.64 | - |
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