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USRTX vs VTSMX
USRTX vs VTSMX Comparison
Open Charts USRTX vs VTSMX
Horizon Multi-Factor U.S. Equity Advisor
Price$29.39
Change+$0.42 (+1.45%)
VolumeN/A
Net Assets555.79M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
USRTX vs VTSMX Comparison Chart
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USRTX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. USRTX (556M). 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 : 5.27 vs. USRTX (-3.44). VTSMX return over 5 years is better than : 86.77 vs. USRTX (32.42).
| 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 | -4.326 | -9.023 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 556M | 1.7T | 0% |
| Annual Yield % from dividends | 0.16 | 1.25 | 13% |
| Returns for 1 year | -3.44 | 5.27 | -65% |
| Returns for 3 years | 11.90 | 22.56 | 53% |
| Returns for 5 years | 32.42 | 86.77 | 37% |
| Returns for 10 years | N/A | 150.14 | - |
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