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USRTX vs VFIAX
USRTX vs VFIAX Comparison
Open Charts USRTX vs VFIAX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.25
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets752.91M
Vanguard 500 Index Admiral
Price$641.29
Change+$1.67 (+0.26%)
VolumeN/A
Net Assets1.47T
USRTX vs VFIAX Comparison Chart in %
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USRTX vs. VFIAX commentary
Jan 17, 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 USRTX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. USRTX (753M). VFIAX pays higher dividends than USRTX: VFIAX (1.12) vs USRTX (0.17). USRTX was incepted earlier than VFIAX: USRTX (6 years) vs VFIAX (25 years). USRTX (1.19) is less costly to investors than VFIAX (0.04). USRTX is a more actively managed with annual turnover of: 164.00 vs. VFIAX (2.00). USRTX has a lower initial minimum investment than VFIAX: USRTX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 16.80 vs. USRTX (9.24). VFIAX return over 5 years is better than : 84.60 vs. USRTX (20.21).
| USRTX | VFIAX | USRTX / VFIAX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 1.869 | 1.496 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753M | 1.48T | 0% |
| Annual Yield % from dividends | 0.17 | 1.12 | 15% |
| Returns for 1 year | 9.24 | 16.80 | 55% |
| Returns for 3 years | 30.78 | 74.00 | 42% |
| Returns for 5 years | 20.21 | 84.60 | 24% |
| Returns for 10 years | N/A | 270.22 | - |
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