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USRTX vs VSTSX
USRTX vs VSTSX Comparison
Open Charts USRTX vs VSTSX
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 Sel
Price$303.34
Change-$0.81 (-0.27%)
VolumeN/A
Net Assets1.91T
USRTX vs VSTSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. USRTX (687M). VSTSX pays higher dividends than USRTX: VSTSX (1.20) vs USRTX (0.15). USRTX was incepted earlier than VSTSX: USRTX (6 years) vs VSTSX (9 years). USRTX (1.19) is less costly to investors than VSTSX (0.01). USRTX is a more actively managed with annual turnover of: 164.00 vs. VSTSX (2.00). USRTX has a lower initial minimum investment than VSTSX: USRTX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 16.23 vs. USRTX (4.83). VSTSX return over 5 years is better than : 85.95 vs. USRTX (32.08).
| USRTX | VSTSX | USRTX / VSTSX | |
| Total Expense Ratio | 1.19 | 0.01 | 11,900% |
| Annual Report Gross Expense Ratio | 1.19 | 0.01 | 11,900% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 10.403 | 9.284 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 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 | 16.23 | 30% |
| Returns for 3 years | 29.47 | 46.90 | 63% |
| Returns for 5 years | 32.08 | 85.95 | 37% |
| Returns for 10 years | N/A | N/A | - |
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