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USRTX vs VSMPX
USRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPX
Horizon Multi-Factor U.S. Equity Advisor
Price$34.96
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets730.5M
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.16
Change+$1.72 (+0.56%)
VolumeN/A
Net Assets2.05T
USRTX vs VSMPX Comparison Chart in %
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USRTX vs. VSMPX commentary
Dec 01, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. USRTX (730M). VSMPX pays higher dividends than USRTX: VSMPX (1.12) vs USRTX (0.14). USRTX was incepted earlier than VSMPX: USRTX (6 years) vs VSMPX (11 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 : 12.90 vs. USRTX (2.09). VSMPX return over 5 years is better than : 79.53 vs. USRTX (30.47).
| 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 | 6 years | 11 years | - |
| Gain YTD | 15.456 | 16.172 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 730M | 2.05T | 0% |
| Annual Yield % from dividends | 0.14 | 1.12 | 13% |
| Returns for 1 year | 2.09 | 12.90 | 16% |
| Returns for 3 years | 37.30 | 70.39 | 53% |
| Returns for 5 years | 30.47 | 79.53 | 38% |
| Returns for 10 years | N/A | 213.01 | - |
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