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USRTX vs VTSAX
USRTX vs VTSAX Comparison
Open Charts USRTX vs VTSAX
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 Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
USRTX vs VTSAX Comparison Chart
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USRTX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. USRTX (584M). 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 : 25.26 vs. USRTX (9.47).
| 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 | 1.717 | 2.241 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 1.78T | 0% |
| Annual Yield % from dividends | 0.35 | 1.35 | 26% |
| Returns for 1 year | 9.47 | 25.26 | 38% |
| Returns for 3 years | 15.48 | 28.96 | 53% |
| Returns for 5 years | N/A | 76.10 | - |
| Returns for 10 years | N/A | 195.63 | - |
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