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USRTX vs VSTSX
USRTX vs VSTSX Comparison
Open Charts USRTX vs VSTSX
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 Sel
Price$253.01
Change-$13.54 (-5.08%)
VolumeN/A
Net Assets1.81T
USRTX vs VSTSX Comparison Chart
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USRTX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. USRTX (580M). VSTSX pays higher dividends than USRTX: VSTSX (1.37) vs USRTX (0.16). USRTX was incepted earlier than VSTSX: USRTX (5 years) vs VSTSX (9 years). USRTX (1.22) is less costly to investors than VSTSX (0.01). USRTX is a more actively managed with annual turnover of: 164.00 vs. VSTSX (2.00). USRTX has a lower initial minimum investment than VSTSX: USRTX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 8.07 vs. USRTX (-2.24). VSTSX return over 5 years is better than : 126.39 vs. USRTX (43.92).
| USRTX | VSTSX | USRTX / VSTSX | |
| Total Expense Ratio | 1.22 | 0.01 | 12,200% |
| Annual Report Gross Expense Ratio | 1.22 | 0.01 | 12,200% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | -0.462 | -3.985 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 1.81T | 0% |
| Annual Yield % from dividends | 0.16 | 1.37 | 12% |
| Returns for 1 year | -2.24 | 8.07 | -28% |
| Returns for 3 years | 11.47 | 21.09 | 54% |
| Returns for 5 years | 43.92 | 126.39 | 35% |
| Returns for 10 years | N/A | N/A | - |
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