USRTX
Price
$32.74
Change
+$0.27 (+0.83%)
Updated
Jul 3 closing price
Net Assets
658.11M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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USRTX vs VTSMX

Header iconUSRTX vs VTSMX Comparison
Open Charts USRTX vs VTSMXBanner chart's image
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 I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
USRTX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. USRTX (658M). VTSMX pays higher dividends than USRTX: VTSMX (1.12) vs USRTX (0.15). USRTX was incepted earlier than VTSMX: USRTX (5 years) vs VTSMX (33 years). USRTX (1.19) is less costly to investors than VTSMX (0.14). USRTX is a more actively managed with annual turnover of: 164.00 vs. VTSMX (2.00). USRTX has a lower initial minimum investment than VTSMX: USRTX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. USRTX (3.87). VTSMX return over 5 years is better than : 95.59 vs. USRTX (39.38).
USRTXVTSMXUSRTX / VTSMX
Total Expense Ratio1.190.14850%
Annual Report Gross Expense Ratio1.190.14850%
Fund Existence5 years33 years-
Gain YTD8.1246.421127%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets658M1.82T0%
Annual Yield % from dividends0.151.1213%
Returns for 1 year3.8713.8928%
Returns for 3 years37.7362.0861%
Returns for 5 years39.3895.5941%
Returns for 10 yearsN/A198.05-
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