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USRTX vs VTSMX
USRTX vs VTSMX Comparison
Open Charts USRTX vs VTSMX
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).
| USRTX | VTSMX | USRTX / VTSMX | |
| Total Expense Ratio | 1.19 | 0.14 | 850% |
| Annual Report Gross Expense Ratio | 1.19 | 0.14 | 850% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 8.124 | 6.421 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 1.82T | 0% |
| Annual Yield % from dividends | 0.15 | 1.12 | 13% |
| Returns for 1 year | 3.87 | 13.89 | 28% |
| Returns for 3 years | 37.73 | 62.08 | 61% |
| Returns for 5 years | 39.38 | 95.59 | 41% |
| Returns for 10 years | N/A | 198.05 | - |
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