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USRTX vs VSTSX
USRTX vs VSTSX Comparison
Open Charts USRTX vs VSTSX
Horizon Multi-Factor U.S. Equity Advisor
Price$32.74
Change+$0.27 (+0.83%)
VolumeN/A
Net Assets658.11M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
USRTX vs VSTSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. USRTX (658M). VSTSX pays higher dividends than USRTX: VSTSX (1.23) vs USRTX (0.15). USRTX was incepted earlier than VSTSX: USRTX (5 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 : 13.91 vs. USRTX (3.87). VSTSX return over 5 years is better than : 95.76 vs. USRTX (39.38).
| 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 | 5 years | 9 years | - |
| Gain YTD | 8.124 | 6.427 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 1.82T | 0% |
| Annual Yield % from dividends | 0.15 | 1.23 | 12% |
| Returns for 1 year | 3.87 | 13.91 | 28% |
| Returns for 3 years | 37.73 | 62.21 | 61% |
| Returns for 5 years | 39.38 | 95.76 | 41% |
| Returns for 10 years | N/A | N/A | - |
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