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USRTX vs VSMPX
USRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPX
Horizon Multi-Factor U.S. Equity Advisor
Price$31.58
Change-$0.32 (-1.00%)
VolumeN/A
Net Assets626.41M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
USRTX vs VSMPX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. USRTX (626M). VSMPX pays higher dividends than USRTX: VSMPX (1.29) vs USRTX (0.16). USRTX was incepted earlier than VSMPX: USRTX (5 years) vs VSMPX (10 years). USRTX (1.19) is less costly to investors than VSMPX (0.02). USRTX is a more actively managed with annual turnover of: 164.00 vs. VSMPX (2.00). USRTX has a lower initial minimum investment than VSMPX: USRTX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. USRTX (1.12). VSMPX return over 5 years is better than : 91.46 vs. USRTX (38.08).
| USRTX | VSMPX | USRTX / VSMPX | |
| Total Expense Ratio | 1.19 | 0.02 | 5,950% |
| Annual Report Gross Expense Ratio | 1.19 | 0.02 | 5,950% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 4.293 | 1.374 | 312% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 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 | 10.08 | 11% |
| Returns for 3 years | 34.93 | 57.66 | 61% |
| Returns for 5 years | 38.08 | 91.46 | 42% |
| Returns for 10 years | N/A | 170.67 | - |
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