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USRTX vs VTSAX
USRTX vs VTSAX Comparison
Open Charts USRTX vs VTSAX
Horizon Multi-Factor U.S. Equity Advisor
Price$27.31
Change-$1.76 (-6.05%)
VolumeN/A
Net Assets526.24M
Vanguard Total Stock Mkt Idx Adm
Price$120.94
Change-$7.55 (-5.88%)
VolumeN/A
Net Assets1.81T
USRTX vs VTSAX Comparison Chart
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USRTX vs. VTSAX commentary
Apr 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. USRTX (526M). VTSAX pays higher dividends than USRTX: VTSAX (1.35) vs USRTX (0.16). USRTX was incepted earlier than VTSAX: USRTX (5 years) vs VTSAX (24 years). USRTX (1.22) 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 : -2.29 vs. USRTX (-10.29). VTSAX return over 5 years is better than : 102.14 vs. USRTX (30.40).
| USRTX | VTSAX | USRTX / VTSAX | |
| Total Expense Ratio | 1.22 | 0.04 | 3,050% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,050% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -9.808 | -14.218 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 1.81T | 0% |
| Annual Yield % from dividends | 0.16 | 1.35 | 12% |
| Returns for 1 year | -10.29 | -2.29 | 449% |
| Returns for 3 years | 2.05 | 9.70 | 21% |
| Returns for 5 years | 30.40 | 102.14 | 30% |
| Returns for 10 years | N/A | 139.53 | - |
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