Ad is loading...
IOAPX vs VFINX
IOAPX vs VFINX Comparison
Open Charts IOAPX vs VFINX
Invesco Main Street All Cap R6
Price$26.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
IOAPX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IOAPX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. IOAPX (1.43B). VFINX pays higher dividends than IOAPX: VFINX (1.25) vs IOAPX (0.82). IOAPX was incepted earlier than VFINX: IOAPX (6 years) vs VFINX (49 years). IOAPX (0.72) is less costly to investors than VFINX (0.14). IOAPX is a more actively managed with annual turnover of: 54.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than IOAPX: VFINX (0) vs IOAPX (1000000). VFINX annual gain was more profitable for investors over the last year : 8.59 vs. IOAPX (1.50). VFINX return over 5 years is better than : 93.15 vs. IOAPX (50.25).
| IOAPX | VFINX | IOAPX / VFINX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 6 years | 49 years | - |
| Gain YTD | -2.488 | -3.683 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.34T | 0% |
| Annual Yield % from dividends | 0.82 | 1.25 | 65% |
| 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 | 169.87 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...