Ad is loading...
USRTX vs VSMPX
USRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPX
Horizon Multi-Factor U.S. Equity Advisor
Price$31.29
Change-$0.44 (-1.39%)
VolumeN/A
Net Assets604.45M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
USRTX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
USRTX vs. VSMPX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. USRTX (604M). VSMPX pays higher dividends than USRTX: VSMPX (1.36) vs USRTX (0.35). USRTX was incepted earlier than VSMPX: USRTX (5 years) vs VSMPX (10 years). USRTX is a more actively managed with annual turnover of: 238.00 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 : 17.62 vs. USRTX (3.54). VSMPX return over 5 years is better than : 74.89 vs. USRTX (18.25).
| USRTX | VSMPX | USRTX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 3.336 | 2.135 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 1.84T | 0% |
| Annual Yield % from dividends | 0.35 | 1.36 | 26% |
| Returns for 1 year | 3.54 | 17.62 | 20% |
| Returns for 3 years | 23.46 | 36.83 | 64% |
| Returns for 5 years | 18.25 | 74.89 | 24% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers