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USRTX vs VSMPX
USRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.25
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets752.91M
Vanguard Total Stock Mkt Idx Instl Pls
Price$312.33
Change+$0.98 (+0.31%)
VolumeN/A
Net Assets2.06T
USRTX vs VSMPX Comparison Chart in %
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USRTX vs. VSMPX commentary
Jan 17, 2026
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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. USRTX (753M). VSMPX pays higher dividends than USRTX: VSMPX (1.13) vs USRTX (0.17). USRTX was incepted earlier than VSMPX: USRTX (6 years) vs VSMPX (11 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 : 16.54 vs. USRTX (9.24). VSMPX return over 5 years is better than : 74.26 vs. USRTX (20.21).
| 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 | 6 years | 11 years | - |
| Gain YTD | 1.869 | 2.005 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753M | 2.06T | 0% |
| Annual Yield % from dividends | 0.17 | 1.13 | 15% |
| Returns for 1 year | 9.24 | 16.54 | 56% |
| Returns for 3 years | 30.78 | 71.52 | 43% |
| Returns for 5 years | 20.21 | 74.26 | 27% |
| Returns for 10 years | N/A | 260.60 | - |
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