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USRTX vs VTSAX
USRTX vs VTSAX Comparison
Open Charts USRTX vs VTSAX
Horizon Multi-Factor U.S. Equity Advisor
Price$31.58
Change-$0.32 (-1.00%)
VolumeN/A
Net Assets626.41M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
USRTX vs VTSAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. USRTX (626M). VTSAX pays higher dividends than USRTX: VTSAX (1.28) vs USRTX (0.16). 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 : 10.07 vs. USRTX (1.12). VTSAX return over 5 years is better than : 91.40 vs. USRTX (38.08).
| 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 | 5 years | 25 years | - |
| Gain YTD | 4.293 | 1.365 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 1.82T | 0% |
| Annual Yield % from dividends | 0.16 | 1.28 | 12% |
| Returns for 1 year | 1.12 | 10.07 | 11% |
| Returns for 3 years | 34.93 | 57.61 | 61% |
| Returns for 5 years | 38.08 | 91.40 | 42% |
| Returns for 10 years | N/A | 179.53 | - |
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