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USRTX vs VTSAX
USRTX vs VTSAX Comparison
Open Charts USRTX vs VTSAX
Horizon Multi-Factor U.S. Equity Advisor
Price$32.98
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets672.87M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
USRTX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. USRTX (673M). VTSAX pays higher dividends than USRTX: VTSAX (1.21) vs USRTX (0.15). USRTX was incepted earlier than VTSAX: USRTX (5 years) vs VTSAX (25 years). USRTX (1.19) is less costly to investors than VTSAX (0.04). USRTX is a more actively managed with annual turnover of: 164.00 vs. VTSAX (2.00). USRTX has a lower initial minimum investment than VTSAX: USRTX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 17.75 vs. USRTX (6.08). VTSAX return over 5 years is better than : 93.55 vs. USRTX (36.12).
| USRTX | VTSAX | USRTX / VTSAX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 8.917 | 8.289 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 1.91T | 0% |
| Annual Yield % from dividends | 0.15 | 1.21 | 12% |
| Returns for 1 year | 6.08 | 17.75 | 34% |
| Returns for 3 years | 36.69 | 60.63 | 61% |
| Returns for 5 years | 36.12 | 93.55 | 39% |
| Returns for 10 years | N/A | 201.64 | - |
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