USRTX
Price
$29.07
Change
-$1.07 (-3.55%)
Updated
Apr 3 closing price
Net Assets
580M
VSMPX
Price
$241.06
Change
-$12.89 (-5.08%)
Updated
Apr 3 closing price
Net Assets
1.81T
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USRTX vs VSMPX

Header iconUSRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPXBanner chart's image
Horizon Multi-Factor U.S. Equity Advisor
Price$29.07
Change-$1.07 (-3.55%)
VolumeN/A
Net Assets580M
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
USRTX vs VSMPX Comparison Chart
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VS
USRTX vs. VSMPX commentary
Apr 05, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. USRTX (580M). 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 : 8.06 vs. USRTX (-2.24). VSMPX return over 5 years is better than : 126.31 vs. USRTX (43.92).
USRTXVSMPXUSRTX / VSMPX
Total Expense Ratio1.220.026,100%
Annual Report Gross Expense Ratio1.220.026,100%
Fund Existence5 years10 years-
Gain YTD-0.462-3.98712%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets580M1.81T0%
Annual Yield % from dividends0.161.3712%
Returns for 1 year-2.248.06-28%
Returns for 3 years11.4721.0554%
Returns for 5 years43.92126.3135%
Returns for 10 yearsN/AN/A-
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