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USRTX vs VTSAX
USRTX vs VTSAX Comparison
Open Charts USRTX vs VTSAX
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 Adm
Price$154.04
Change-$0.41 (-0.27%)
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 (687M). VTSAX pays higher dividends than USRTX: VTSAX (1.18) vs USRTX (0.15). USRTX was incepted earlier than VTSAX: USRTX (6 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 : 16.22 vs. USRTX (4.83). VTSAX return over 5 years is better than : 85.86 vs. USRTX (32.08).
| 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 | 6 years | 25 years | - |
| Gain YTD | 10.403 | 9.275 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 1.91T | 0% |
| Annual Yield % from dividends | 0.15 | 1.18 | 13% |
| Returns for 1 year | 4.83 | 16.22 | 30% |
| Returns for 3 years | 29.47 | 46.82 | 63% |
| Returns for 5 years | 32.08 | 85.86 | 37% |
| Returns for 10 years | N/A | 203.17 | - |
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