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USRTX vs VFIAX
USRTX vs VFIAX Comparison
Open Charts USRTX vs VFIAX
Horizon Multi-Factor U.S. Equity Advisor
Price$32.99
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets741.62M
Vanguard 500 Index Admiral
Price$639.70
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
USRTX vs VFIAX Comparison Chart in %
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USRTX vs. VFIAX commentary
Dec 27, 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: 1.48T vs. USRTX (742M). VFIAX pays higher dividends than USRTX: VFIAX (1.11) 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 : 14.84 vs. USRTX (6.73). VFIAX return over 5 years is better than : 87.51 vs. USRTX (22.07).
| 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 | 8.950 | 17.903 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 1.48T | 0% |
| Annual Yield % from dividends | 0.14 | 1.11 | 13% |
| Returns for 1 year | 6.73 | 14.84 | 45% |
| Returns for 3 years | 32.60 | 80.67 | 40% |
| Returns for 5 years | 22.07 | 87.51 | 25% |
| Returns for 10 years | N/A | 237.23 | - |
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