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IOAPX vs VFIAX
IOAPX vs VFIAX Comparison
Open Charts IOAPX vs VFIAX
Invesco Main Street All Cap R6
Price$26.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
IOAPX vs VFIAX Comparison Chart
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IOAPX vs. VFIAX commentary
May 11, 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 IOAPX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. IOAPX (1.43B). VFIAX pays higher dividends than IOAPX: VFIAX (1.36) vs IOAPX (0.82). IOAPX was incepted earlier than VFIAX: IOAPX (6 years) vs VFIAX (25 years). IOAPX (0.72) is less costly to investors than VFIAX (0.04). IOAPX is a more actively managed with annual turnover of: 54.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than IOAPX: VFIAX (3000) vs IOAPX (1000000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. IOAPX (1.50). VFIAX return over 5 years is better than : 93.15 vs. IOAPX (50.25).
| IOAPX | VFIAX | IOAPX / VFIAX | |
| Total Expense Ratio | 0.72 | 0.04 | 1,800% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -2.488 | -3.675 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.34T | 0% |
| Annual Yield % from dividends | 0.82 | 1.36 | 60% |
| Returns for 1 year | 1.50 | 8.59 | 17% |
| Returns for 3 years | 28.65 | 41.54 | 69% |
| Returns for 5 years | 50.25 | 93.15 | 54% |
| Returns for 10 years | N/A | 169.85 | - |
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