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USRTX vs VTSAX
USRTX vs VTSAX Comparison
Open Charts USRTX vs VTSAX
Horizon Multi-Factor U.S. Equity Advisor
Price$33.41
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets689.44M
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
USRTX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. USRTX (689M). VTSAX pays higher dividends than USRTX: VTSAX (1.16) 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 : 18.04 vs. USRTX (4.54). VTSAX return over 5 years is better than : 84.96 vs. USRTX (30.80).
| 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 | 10.271 | 10.346 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 1.95T | 0% |
| Annual Yield % from dividends | 0.15 | 1.16 | 13% |
| Returns for 1 year | 4.54 | 18.04 | 25% |
| Returns for 3 years | 38.51 | 63.66 | 60% |
| Returns for 5 years | 30.80 | 84.96 | 36% |
| Returns for 10 years | N/A | 224.91 | - |
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