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USRTX vs VTSMX
USRTX vs VTSMX Comparison
Open Charts USRTX vs VTSMX
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 I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
USRTX vs VTSMX Comparison Chart
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USRTX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. USRTX (624M). VTSMX pays higher dividends than USRTX: VTSMX (1.18) vs USRTX (0.16). USRTX was incepted earlier than VTSMX: USRTX (5 years) vs VTSMX (33 years). USRTX (1.19) is less costly to investors than VTSMX (0.14). USRTX is a more actively managed with annual turnover of: 164.00 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 : 10.96 vs. USRTX (1.54). VTSMX return over 5 years is better than : 80.94 vs. USRTX (31.81).
| USRTX | VTSMX | USRTX / VTSMX | |
| Total Expense Ratio | 1.19 | 0.14 | 850% |
| Annual Report Gross Expense Ratio | 1.19 | 0.14 | 850% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 4.227 | 0.817 | 518% |
| 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 | 1.18 | 13% |
| Returns for 1 year | 1.54 | 10.96 | 14% |
| Returns for 3 years | 22.70 | 40.34 | 56% |
| Returns for 5 years | 31.81 | 80.94 | 39% |
| Returns for 10 years | N/A | 179.94 | - |
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