Ad is loading...
USRTX vs VTSMX
USRTX vs VTSMX Comparison
Open Charts USRTX vs VTSMX
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 I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
USRTX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
USRTX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. USRTX (584M). 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 : 25.24 vs. USRTX (9.47).
| 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 | 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 | 1.26 | 28% |
| Returns for 1 year | 9.47 | 25.24 | 38% |
| Returns for 3 years | 15.48 | 28.94 | 53% |
| Returns for 5 years | N/A | 76.07 | - |
| Returns for 10 years | N/A | 194.99 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...