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USRTX vs VSMPX
USRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPX
Horizon Multi-Factor U.S. Equity Advisor
Price$32.74
Change+$0.27 (+0.83%)
VolumeN/A
Net Assets658.11M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
USRTX vs VSMPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. USRTX (658M). VSMPX pays higher dividends than USRTX: VSMPX (1.22) vs USRTX (0.15). 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 : 13.90 vs. USRTX (3.87). VSMPX return over 5 years is better than : 95.69 vs. USRTX (39.38).
| 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 | 8.124 | 6.426 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 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 | 62.17 | 61% |
| Returns for 5 years | 39.38 | 95.69 | 41% |
| Returns for 10 years | N/A | 189.21 | - |
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