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USRTX vs VTSMX
USRTX vs VTSMX Comparison
Open Charts USRTX vs VTSMX
Horizon Multi-Factor U.S. Equity Advisor
Price$29.07
Change-$1.07 (-3.55%)
VolumeN/A
Net Assets580M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
USRTX vs VTSMX Comparison Chart
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USRTX vs. VTSMX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. USRTX (580M). VTSMX pays higher dividends than USRTX: VTSMX (1.25) vs USRTX (0.16). USRTX was incepted earlier than VTSMX: USRTX (5 years) vs VTSMX (33 years). USRTX (1.22) 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 : 8.05 vs. USRTX (-2.24). VTSMX return over 5 years is better than : 126.23 vs. USRTX (43.92).
| USRTX | VTSMX | USRTX / VTSMX | |
| Total Expense Ratio | 1.22 | 0.14 | 871% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -0.462 | -3.986 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 1.81T | 0% |
| Annual Yield % from dividends | 0.16 | 1.25 | 13% |
| Returns for 1 year | -2.24 | 8.05 | -28% |
| Returns for 3 years | 11.47 | 21.01 | 55% |
| Returns for 5 years | 43.92 | 126.23 | 35% |
| Returns for 10 years | N/A | 166.80 | - |
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