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USRTX vs VTSMX
USRTX vs VTSMX Comparison
Open Charts USRTX vs VTSMX
Horizon Multi-Factor U.S. Equity Advisor
Price$32.54
Change-$0.08 (-0.25%)
VolumeN/A
Net Assets656.02M
Vanguard Total Stock Mkt Idx I
Price$148.71
Change-$0.06 (-0.04%)
VolumeN/A
Net Assets1.91T
USRTX vs VTSMX Comparison Chart in %
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USRTX vs. VTSMX commentary
Jul 09, 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: 1.91T vs. USRTX (656M). VTSMX pays higher dividends than USRTX: VTSMX (1.12) vs USRTX (0.15). 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 : 12.30 vs. USRTX (3.10). VTSMX return over 5 years is better than : 92.72 vs. USRTX (37.43).
| 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 | 7.728 | 5.555 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 656M | 1.91T | 0% |
| Annual Yield % from dividends | 0.15 | 1.12 | 13% |
| Returns for 1 year | 3.10 | 12.30 | 25% |
| Returns for 3 years | 35.76 | 57.47 | 62% |
| Returns for 5 years | 37.43 | 92.72 | 40% |
| Returns for 10 years | N/A | 194.55 | - |
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