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USRTX vs VFIAX
USRTX vs VFIAX Comparison
Open Charts USRTX vs VFIAX
Horizon Multi-Factor U.S. Equity Advisor
Price$34.10
Change+$0.16 (+0.47%)
VolumeN/A
Net Assets705.19M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
USRTX vs VFIAX Comparison Chart in %
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USRTX vs. VFIAX commentary
Oct 19, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. USRTX (705M). VFIAX pays higher dividends than USRTX: VFIAX (1.14) vs USRTX (0.14). 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 : 14.15 vs. USRTX (2.11). VFIAX return over 5 years is better than : 91.55 vs. USRTX (30.71).
| 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 | 12.616 | 13.413 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 1.41T | 0% |
| Annual Yield % from dividends | 0.14 | 1.14 | 13% |
| Returns for 1 year | 2.11 | 14.15 | 15% |
| Returns for 3 years | 45.03 | 79.39 | 57% |
| Returns for 5 years | 30.71 | 91.55 | 34% |
| Returns for 10 years | N/A | 228.70 | - |
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