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IOAPX vs VFINX
IOAPX vs VFINX Comparison
Open Charts IOAPX vs VFINX
Invesco Main Street All Cap R6
Price$31.31
Change+$0.18 (+0.58%)
VolumeN/A
Net Assets1.66B
Vanguard 500 Index Investor
Price$614.79
Change+$3.62 (+0.59%)
VolumeN/A
Net Assets1.37T
IOAPX vs VFINX Comparison Chart in %
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IOAPX vs. VFINX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. IOAPX (1.66B). VFINX pays higher dividends than IOAPX: VFINX (1.07) vs IOAPX (0.70). 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 : 15.68 vs. IOAPX (10.86). VFINX return over 5 years is better than : 101.44 vs. IOAPX (57.42).
| 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 | 16.264 | 13.277 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 1.37T | 0% |
| Annual Yield % from dividends | 0.70 | 1.07 | 65% |
| Returns for 1 year | 10.86 | 15.68 | 69% |
| Returns for 3 years | 66.88 | 82.90 | 81% |
| Returns for 5 years | 57.42 | 101.44 | 57% |
| Returns for 10 years | N/A | 254.18 | - |
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