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USRTX vs VTSMX
USRTX vs VTSMX Comparison
Open Charts USRTX vs VTSMX
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 I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
USRTX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. USRTX (689M). VTSMX pays higher dividends than USRTX: VTSMX (1.07) vs USRTX (0.15). USRTX was incepted earlier than VTSMX: USRTX (6 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 : 18.03 vs. USRTX (4.54). VTSMX return over 5 years is better than : 84.94 vs. USRTX (30.80).
| 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 | 33 years | - |
| Gain YTD | 10.271 | 10.330 | 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 | 1.07 | 14% |
| Returns for 1 year | 4.54 | 18.03 | 25% |
| Returns for 3 years | 38.51 | 63.63 | 61% |
| Returns for 5 years | 30.80 | 84.94 | 36% |
| Returns for 10 years | N/A | 224.15 | - |
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