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USRTX vs VSMPX
USRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPX
Horizon Multi-Factor U.S. Equity Advisor
Price$32.99
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets741.62M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
USRTX vs VSMPX Comparison Chart in %
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USRTX vs. VSMPX commentary
Dec 27, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. USRTX (742M). VSMPX pays higher dividends than USRTX: VSMPX (1.12) vs USRTX (0.14). 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 : 14.43 vs. USRTX (6.73). VSMPX return over 5 years is better than : 76.89 vs. USRTX (22.07).
| 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 | 8.950 | 17.382 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 2.06T | 0% |
| Annual Yield % from dividends | 0.14 | 1.12 | 13% |
| Returns for 1 year | 6.73 | 14.43 | 47% |
| Returns for 3 years | 32.60 | 78.10 | 42% |
| Returns for 5 years | 22.07 | 76.89 | 29% |
| Returns for 10 years | N/A | 225.09 | - |
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