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USRTX vs VTSAX
USRTX vs VTSAX Comparison
Open Charts USRTX vs VTSAX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.33
Change+$0.22 (+0.66%)
VolumeN/A
Net Assets682.21M
Vanguard Total Stock Mkt Idx Adm
Price$152.35
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
USRTX vs VTSAX Comparison Chart in %
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USRTX vs. VTSAX commentary
Aug 10, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. USRTX (682M). VTSAX pays higher dividends than USRTX: VTSAX (1.18) vs USRTX (0.15). USRTX was incepted earlier than VTSAX: USRTX (6 years) vs VTSAX (25 years). USRTX (1.19) is less costly to investors than VTSAX (0.04). USRTX is a more actively managed with annual turnover of: 164.00 vs. VTSAX (2.00). USRTX has a lower initial minimum investment than VTSAX: USRTX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 19.69 vs. USRTX (7.93). VTSAX return over 5 years is better than : 84.99 vs. USRTX (32.30).
| USRTX | VTSAX | USRTX / VTSAX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 10.073 | 8.076 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 1.91T | 0% |
| Annual Yield % from dividends | 0.15 | 1.18 | 13% |
| Returns for 1 year | 7.93 | 19.69 | 40% |
| Returns for 3 years | 33.70 | 51.97 | 65% |
| Returns for 5 years | 32.30 | 84.99 | 38% |
| Returns for 10 years | N/A | 201.96 | - |