Interact to see
Advertisement
Advertisement
USRTX vs VSMPX
USRTX vs VSMPX Comparison
Open Charts USRTX vs VSMPX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.41
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets689.44M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
USRTX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. USRTX (689M). VSMPX pays higher dividends than USRTX: VSMPX (1.17) 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 : 18.05 vs. USRTX (4.54). VSMPX return over 5 years is better than : 85.03 vs. USRTX (30.80).
| 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 | 10.271 | 10.358 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 1.95T | 0% |
| Annual Yield % from dividends | 0.15 | 1.17 | 13% |
| Returns for 1 year | 4.54 | 18.05 | 25% |
| Returns for 3 years | 38.51 | 63.71 | 60% |
| Returns for 5 years | 30.80 | 85.03 | 36% |
| Returns for 10 years | N/A | 214.57 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement