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USRTX vs VSMPX
USRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPX
Horizon Multi-Factor U.S. Equity Advisor
Price$34.26
Change-$0.11 (-0.32%)
VolumeN/A
Net Assets713.07M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.05
Change-$1.43 (-0.47%)
VolumeN/A
Net Assets2.02T
USRTX vs VSMPX Comparison Chart in %
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USRTX vs. VSMPX commentary
Oct 09, 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 Hold and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. USRTX (713M). VSMPX pays higher dividends than USRTX: VSMPX (1.15) vs USRTX (0.14). USRTX was incepted earlier than VSMPX: USRTX (6 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 : 18.36 vs. USRTX (5.24). VSMPX return over 5 years is better than : 89.16 vs. USRTX (33.51).
| 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 | 10 years | - |
| Gain YTD | 13.507 | 14.402 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 2.02T | 0% |
| Annual Yield % from dividends | 0.14 | 1.15 | 12% |
| Returns for 1 year | 5.24 | 18.36 | 29% |
| Returns for 3 years | 49.25 | 82.16 | 60% |
| Returns for 5 years | 33.51 | 89.16 | 38% |
| Returns for 10 years | N/A | 221.28 | - |
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