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USRTX vs VITSX
USRTX vs VITSX Comparison
Open Charts USRTX vs VITSX
Horizon Multi-Factor U.S. Equity Advisor
Price$32.74
Change+$0.27 (+0.83%)
VolumeN/A
Net Assets658.11M
Vanguard Total Stock Market Idx I
Price$150.04
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
USRTX vs VITSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.82T vs. USRTX (658M). VITSX pays higher dividends than USRTX: VITSX (1.22) vs USRTX (0.15). USRTX was incepted earlier than VITSX: USRTX (5 years) vs VITSX (28 years). USRTX (1.19) is less costly to investors than VITSX (0.03). USRTX is a more actively managed with annual turnover of: 164.00 vs. VITSX (2.00). USRTX has a lower initial minimum investment than VITSX: USRTX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 13.90 vs. USRTX (3.87). VITSX return over 5 years is better than : 95.64 vs. USRTX (39.38).
| USRTX | VITSX | USRTX / VITSX | |
| Total Expense Ratio | 1.19 | 0.03 | 3,967% |
| Annual Report Gross Expense Ratio | 1.19 | 0.03 | 3,967% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 8.124 | 6.423 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 1.82T | 0% |
| Annual Yield % from dividends | 0.15 | 1.22 | 12% |
| Returns for 1 year | 3.87 | 13.90 | 28% |
| Returns for 3 years | 37.73 | 62.12 | 61% |
| Returns for 5 years | 39.38 | 95.64 | 41% |
| Returns for 10 years | N/A | 198.64 | - |
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