USRTX
Price
$32.98
Change
+$0.12 (+0.37%)
Updated
Jul 25 closing price
Net Assets
672.87M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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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$32.98
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets672.87M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
USRTX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. USRTX (673M). 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 : 17.75 vs. USRTX (6.08). VTSMX return over 5 years is better than : 93.51 vs. USRTX (36.12).
USRTXVTSMXUSRTX / VTSMX
Total Expense Ratio1.190.14850%
Annual Report Gross Expense Ratio1.190.14850%
Fund Existence5 years33 years-
Gain YTD8.9178.287108%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets673M1.91T0%
Annual Yield % from dividends0.151.1213%
Returns for 1 year6.0817.7534%
Returns for 3 years36.6960.6061%
Returns for 5 years36.1293.5139%
Returns for 10 yearsN/A200.97-
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