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USRTX vs VTSMX
USRTX vs VTSMX Comparison
Open Charts USRTX vs VTSMX
Horizon Multi-Factor U.S. Equity Advisor
Price$34.98
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets735.53M
Vanguard Total Stock Mkt Idx I
Price$165.34
Change+$0.49 (+0.30%)
VolumeN/A
Net Assets2.06T
USRTX vs VTSMX Comparison Chart in %
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USRTX vs. VTSMX commentary
Dec 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is USRTX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. USRTX (736M). VTSMX pays higher dividends than USRTX: VTSMX (1.02) vs USRTX (0.14). USRTX was incepted earlier than VTSMX: USRTX (6 years) vs VTSMX (34 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 : 12.68 vs. USRTX (2.93). VTSMX return over 5 years is better than : 79.30 vs. USRTX (30.83).
| USRTX | VTSMX | USRTX / VTSMX | |
| Total Expense Ratio | 1.19 | 0.14 | 850% |
| Annual Report Gross Expense Ratio | 1.19 | 0.14 | 850% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 15.522 | 17.334 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 2.06T | 0% |
| Annual Yield % from dividends | 0.14 | 1.02 | 14% |
| Returns for 1 year | 2.93 | 12.68 | 23% |
| Returns for 3 years | 37.00 | 70.77 | 52% |
| Returns for 5 years | 30.83 | 79.30 | 39% |
| Returns for 10 years | N/A | 240.48 | - |
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