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USRTX vs VSTSX
USRTX vs VSTSX Comparison
Open Charts USRTX vs VSTSX
Horizon Multi-Factor U.S. Equity Advisor
Price$30.80
Change+$0.24 (+0.79%)
VolumeN/A
Net Assets584.31M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
USRTX vs VSTSX Comparison Chart
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USRTX vs. VSTSX commentary
Jan 19, 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: 1.78T vs. USRTX (584M). VSTSX pays higher dividends than USRTX: VSTSX (1.36) vs USRTX (0.35). USRTX was incepted earlier than VSTSX: USRTX (5 years) vs VSTSX (9 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 : 25.28 vs. USRTX (9.47).
| USRTX | VSTSX | USRTX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 1.717 | 2.247 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 1.78T | 0% |
| Annual Yield % from dividends | 0.35 | 1.36 | 26% |
| Returns for 1 year | 9.47 | 25.28 | 37% |
| Returns for 3 years | 15.48 | 29.03 | 53% |
| Returns for 5 years | N/A | 76.20 | - |
| Returns for 10 years | N/A | N/A | - |
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