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USRTX vs VTSMX
USRTX vs VTSMX Comparison
Open Charts USRTX vs VTSMX
Horizon Multi-Factor U.S. Equity Advisor
Price$32.82
Change-$0.79 (-2.35%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
USRTX vs VTSMX Comparison Chart
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USRTX vs. VTSMX commentary
Dec 19, 2024
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. USRTX (595M). VTSMX pays higher dividends than USRTX: VTSMX (1.26) vs USRTX (0.35). USRTX was incepted earlier than VTSMX: USRTX (5 years) vs VTSMX (33 years). USRTX is a more actively managed with annual turnover of: 238.00 vs. VTSMX (2.00). USRTX has a lower initial minimum investment than VTSMX: USRTX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. USRTX (18.61).
| USRTX | VTSMX | USRTX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 20.423 | 26.352 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 1.84T | 0% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | 18.61 | 26.90 | 69% |
| Returns for 3 years | -0.61 | 27.88 | -2% |
| Returns for 5 years | N/A | 84.16 | - |
| Returns for 10 years | N/A | 192.04 | - |