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USRTX vs VITSX
USRTX vs VITSX Comparison
Open Charts USRTX vs VITSX
Horizon Multi-Factor U.S. Equity Advisor
Price$31.58
Change-$0.32 (-1.00%)
VolumeN/A
Net Assets626.41M
Vanguard Total Stock Market Idx I
Price$142.93
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
USRTX vs VITSX Comparison Chart
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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.82T vs. USRTX (626M). VITSX pays higher dividends than USRTX: VITSX (1.29) vs USRTX (0.16). 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 : 10.06 vs. USRTX (1.12). VITSX return over 5 years is better than : 91.41 vs. USRTX (38.08).
| 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 | 4.293 | 1.365 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 1.82T | 0% |
| Annual Yield % from dividends | 0.16 | 1.29 | 12% |
| Returns for 1 year | 1.12 | 10.06 | 11% |
| Returns for 3 years | 34.93 | 57.62 | 61% |
| Returns for 5 years | 38.08 | 91.41 | 42% |
| Returns for 10 years | N/A | 179.47 | - |
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