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USGRX vs VTSMX
USGRX vs VTSMX Comparison
Open Charts USGRX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
USGRX vs VTSMX Comparison Chart in %
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USGRX vs. VTSMX commentary
Dec 29, 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 USGRX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. USGRX (2.18B). VTSMX pays higher dividends than USGRX: VTSMX (1.02) vs USGRX (0.73). 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 : 14.32 vs. USGRX (6.99). VTSMX return over 5 years is better than : 76.71 vs. USGRX (15.22).
| 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 | 9.402 | 17.313 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 2.06T | 0% |
| Annual Yield % from dividends | 0.73 | 1.02 | 71% |
| Returns for 1 year | 6.99 | 14.32 | 49% |
| Returns for 3 years | 41.82 | 78.67 | 53% |
| Returns for 5 years | 15.22 | 76.71 | 20% |
| Returns for 10 years | 35.34 | 232.18 | 15% |
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