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USGRX vs VTSMX
USGRX vs VTSMX Comparison
Open Charts USGRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
USGRX vs VTSMX Comparison Chart in %
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USGRX vs. VTSMX commentary
Feb 05, 2026
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 USGRX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. USGRX (2.19B). VTSMX pays higher dividends than USGRX: VTSMX (1.00) vs USGRX (0.88). USGRX was incepted earlier than VTSMX: USGRX (33 years) vs VTSMX (34 years). USGRX (0.86) is less costly to investors than VTSMX (0.14). USGRX is a more actively managed with annual turnover of: 61.00 vs. VTSMX (2.00). USGRX (3000) and VTSMX (3000) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 14.79 vs. USGRX (8.31). VTSMX return over 5 years is better than : 68.19 vs. USGRX (12.89).
| USGRX | VTSMX | USGRX / VTSMX | |
| Total Expense Ratio | 0.86 | 0.14 | 614% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 2.652 | 1.373 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 2.06T | 0% |
| Annual Yield % from dividends | 0.88 | 1.00 | 88% |
| Returns for 1 year | 8.31 | 14.79 | 56% |
| Returns for 3 years | 33.77 | 63.99 | 53% |
| Returns for 5 years | 12.89 | 68.19 | 19% |
| Returns for 10 years | 57.70 | 270.18 | 21% |
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