Ad is loading...
Ad is loading...
USRTX vs VSTSX
USRTX vs VSTSX Comparison
Open Charts USRTX vs VSTSX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.33
Change-$0.33 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
USRTX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
USRTX vs. VSTSX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. USRTX (570M). VSTSX pays higher dividends than USRTX: VSTSX (1.36) vs USRTX (0.35). USRTX was incepted earlier than VSTSX: USRTX (5 years) vs VSTSX (8 years). USRTX is a more actively managed with annual turnover of: 238.00 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 : 30.56 vs. USRTX (22.35).
| USRTX | VSTSX | USRTX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 19.420 | 22.443 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 1.73T | 0% |
| Annual Yield % from dividends | 0.35 | 1.36 | 26% |
| Returns for 1 year | 22.35 | 30.56 | 73% |
| Returns for 3 years | -1.87 | 19.98 | -9% |
| Returns for 5 years | N/A | 83.83 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...