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USRTX vs VTSMX
USRTX vs VTSMX Comparison
Open Charts USRTX vs VTSMX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.33
Change-$0.33 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
USRTX vs VTSMX Comparison Chart
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USRTX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. USRTX (570M). 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 : 30.52 vs. USRTX (22.35).
| 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 | 19.420 | 22.392 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 1.73T | 0% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | 22.35 | 30.52 | 73% |
| Returns for 3 years | -1.87 | 19.91 | -9% |
| Returns for 5 years | N/A | 83.72 | - |
| Returns for 10 years | N/A | 186.07 | - |