USRTX
Price
$34.24
Change
-$0.47 (-1.35%)
Updated
Nov 13 closing price
Net Assets
725.76M
VFINX
Price
$622.49
Change
-$10.47 (-1.65%)
Updated
Nov 13 closing price
Net Assets
1.46T
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USRTX vs VFINX

Header iconUSRTX vs VFINX Comparison
Open Charts USRTX vs VFINXBanner chart's image
Horizon Multi-Factor U.S. Equity Advisor
Price$34.24
Change-$0.47 (-1.35%)
VolumeN/A
Net Assets725.76M
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
USRTX vs VFINX Comparison Chart in %
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USRTX vs. VFINX commentary
Nov 14, 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 VFINX is a Hold.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. USRTX (726M). VFINX pays higher dividends than USRTX: VFINX (1.02) vs USRTX (0.14). USRTX was incepted earlier than VFINX: USRTX (6 years) vs VFINX (49 years). USRTX (1.19) is less costly to investors than VFINX (0.14). USRTX is a more actively managed with annual turnover of: 164.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than USRTX: VFINX (0) vs USRTX (2500). VFINX annual gain was more profitable for investors over the last year : 12.61 vs. USRTX (2.80). VFINX return over 5 years is better than : 88.05 vs. USRTX (30.11).
USRTXVFINXUSRTX / VFINX
Total Expense Ratio1.190.14850%
Annual Report Gross Expense Ratio1.190.14850%
Fund Existence6 years49 years-
Gain YTD14.63014.71099%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets726M1.46T0%
Annual Yield % from dividends0.141.0214%
Returns for 1 year2.8012.6122%
Returns for 3 years37.0170.3753%
Returns for 5 years30.1188.0534%
Returns for 10 yearsN/A228.28-
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