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USRTX vs VSTSX
USRTX vs VSTSX Comparison
Open Charts USRTX vs VSTSX
Horizon Multi-Factor U.S. Equity Advisor
Price$31.74
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets623.98M
Vanguard Total Stock Mkt Idx Instl Sel
Price$282.92
Change+$2.98 (+1.06%)
VolumeN/A
Net Assets1.82T
USRTX vs VSTSX Comparison Chart
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USRTX vs. VSTSX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. USRTX (624M). VSTSX pays higher dividends than USRTX: VSTSX (1.29) vs USRTX (0.16). USRTX was incepted earlier than VSTSX: USRTX (5 years) vs VSTSX (9 years). USRTX (1.19) 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 : 10.98 vs. USRTX (1.54). VSTSX return over 5 years is better than : 81.06 vs. USRTX (31.81).
| USRTX | VSTSX | USRTX / VSTSX | |
| Total Expense Ratio | 1.19 | 0.01 | 11,900% |
| Annual Report Gross Expense Ratio | 1.19 | 0.01 | 11,900% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 4.227 | 0.839 | 504% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 1.82T | 0% |
| Annual Yield % from dividends | 0.16 | 1.29 | 12% |
| Returns for 1 year | 1.54 | 10.98 | 14% |
| Returns for 3 years | 22.70 | 40.43 | 56% |
| Returns for 5 years | 31.81 | 81.06 | 39% |
| Returns for 10 years | N/A | N/A | - |
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