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USRTX vs VITSX
USRTX vs VITSX Comparison
Open Charts USRTX vs VITSX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.41
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets689.44M
Vanguard Total Stock Market Idx I
Price$155.58
Change-$0.30 (-0.19%)
VolumeN/A
Net Assets1.95T
USRTX vs VITSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.95T vs. USRTX (689M). VITSX pays higher dividends than USRTX: VITSX (1.17) vs USRTX (0.15). USRTX was incepted earlier than VITSX: USRTX (6 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 : 18.04 vs. USRTX (4.54). VITSX return over 5 years is better than : 84.98 vs. USRTX (30.80).
| 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 | 6 years | 28 years | - |
| Gain YTD | 10.271 | 10.352 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 1.95T | 0% |
| Annual Yield % from dividends | 0.15 | 1.17 | 13% |
| Returns for 1 year | 4.54 | 18.04 | 25% |
| Returns for 3 years | 38.51 | 63.66 | 60% |
| Returns for 5 years | 30.80 | 84.98 | 36% |
| Returns for 10 years | N/A | 224.85 | - |
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