Interact to see
Advertisement
Advertisement
USRTX vs VTSAX
USRTX vs VTSAX Comparison
Open Charts USRTX vs VTSAX
Horizon Multi-Factor U.S. Equity Advisor
Price$31.74
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets623.98M
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
USRTX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
USRTX vs. VTSAX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. USRTX (624M). VTSAX pays higher dividends than USRTX: VTSAX (1.28) vs USRTX (0.16). USRTX was incepted earlier than VTSAX: USRTX (5 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 : 10.96 vs. USRTX (1.54). VTSAX return over 5 years is better than : 80.95 vs. USRTX (31.81).
| 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 | 5 years | 25 years | - |
| Gain YTD | 4.227 | 0.826 | 512% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 1.82T | 0% |
| Annual Yield % from dividends | 0.16 | 1.28 | 12% |
| Returns for 1 year | 1.54 | 10.96 | 14% |
| Returns for 3 years | 22.70 | 40.35 | 56% |
| Returns for 5 years | 31.81 | 80.95 | 39% |
| Returns for 10 years | N/A | 180.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement