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USRTX vs VTSAX
USRTX vs VTSAX Comparison
Open Charts USRTX vs VTSAX
Horizon Multi-Factor U.S. Equity Advisor
Price$31.29
Change-$0.44 (-1.39%)
VolumeN/A
Net Assets604.45M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
USRTX vs VTSAX Comparison Chart
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USRTX vs. VTSAX commentary
Feb 23, 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: 1.84T vs. USRTX (604M). VTSAX pays higher dividends than USRTX: VTSAX (1.35) vs USRTX (0.35). USRTX was incepted earlier than VTSAX: USRTX (5 years) vs VTSAX (24 years). USRTX is a more actively managed with annual turnover of: 238.00 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 : 17.60 vs. USRTX (3.54). VTSAX return over 5 years is better than : 74.84 vs. USRTX (18.25).
| USRTX | VTSAX | USRTX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 3.336 | 2.127 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 1.84T | 0% |
| Annual Yield % from dividends | 0.35 | 1.35 | 26% |
| Returns for 1 year | 3.54 | 17.60 | 20% |
| Returns for 3 years | 23.46 | 36.79 | 64% |
| Returns for 5 years | 18.25 | 74.84 | 24% |
| Returns for 10 years | N/A | 180.79 | - |
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