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USRTX vs VSMPX
USRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.43
Change-$0.16 (-0.48%)
VolumeN/A
Net Assets686.57M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
USRTX vs VSMPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. USRTX (687M). VSMPX pays higher dividends than USRTX: VSMPX (1.20) vs USRTX (0.15). 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 : 16.22 vs. USRTX (4.83). VSMPX return over 5 years is better than : 85.90 vs. USRTX (32.08).
| 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 | 6 years | 10 years | - |
| Gain YTD | 10.403 | 9.284 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 1.91T | 0% |
| Annual Yield % from dividends | 0.15 | 1.20 | 12% |
| Returns for 1 year | 4.83 | 16.22 | 30% |
| Returns for 3 years | 29.47 | 46.86 | 63% |
| Returns for 5 years | 32.08 | 85.90 | 37% |
| Returns for 10 years | N/A | 193.56 | - |
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