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USRTX vs VSMPX
USRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPX
Horizon Multi-Factor U.S. Equity Advisor
Price$29.39
Change+$0.42 (+1.45%)
VolumeN/A
Net Assets555.79M
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
USRTX vs VSMPX Comparison Chart
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USRTX vs. VSMPX commentary
Apr 25, 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: 1.7T vs. USRTX (556M). VSMPX pays higher dividends than USRTX: VSMPX (1.37) vs USRTX (0.16). USRTX was incepted earlier than VSMPX: USRTX (5 years) vs VSMPX (10 years). USRTX (1.22) 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 : 5.28 vs. USRTX (-3.44). VSMPX return over 5 years is better than : 86.84 vs. USRTX (32.42).
| USRTX | VSMPX | USRTX / VSMPX | |
| Total Expense Ratio | 1.22 | 0.02 | 6,100% |
| Annual Report Gross Expense Ratio | 1.22 | 0.02 | 6,100% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | -4.326 | -9.015 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 556M | 1.7T | 0% |
| Annual Yield % from dividends | 0.16 | 1.37 | 12% |
| Returns for 1 year | -3.44 | 5.28 | -65% |
| Returns for 3 years | 11.90 | 22.62 | 53% |
| Returns for 5 years | 32.42 | 86.84 | 37% |
| Returns for 10 years | N/A | N/A | - |