USRTX
Price
$34.10
Change
+$0.16 (+0.47%)
Updated
Oct 17 closing price
Net Assets
708.76M
VSMPX
Price
$298.85
Change
+$1.31 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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USRTX vs VSMPX

Header iconUSRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPXBanner chart's image
Horizon Multi-Factor U.S. Equity Advisor
Price$34.10
Change+$0.16 (+0.47%)
VolumeN/A
Net Assets708.76M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
USRTX vs VSMPX Comparison Chart in %
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VS
USRTX vs. VSMPX commentary
Oct 19, 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 VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. USRTX (709M). VSMPX pays higher dividends than USRTX: VSMPX (1.15) vs USRTX (0.14). USRTX was incepted earlier than VSMPX: USRTX (6 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 : 13.81 vs. USRTX (2.11). VSMPX return over 5 years is better than : 84.96 vs. USRTX (30.71).
USRTXVSMPXUSRTX / VSMPX
Total Expense Ratio1.190.025,950%
Annual Report Gross Expense Ratio1.190.025,950%
Fund Existence6 years10 years-
Gain YTD12.61613.02997%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets709M2.02T0%
Annual Yield % from dividends0.141.1512%
Returns for 1 year2.1113.8115%
Returns for 3 years45.0376.1259%
Returns for 5 years30.7184.9636%
Returns for 10 yearsN/A215.53-
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