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IOAPX vs VTSAX
IOAPX vs VTSAX Comparison
Open Charts IOAPX vs VTSAX
Invesco Main Street All Cap R6
Price$26.26
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets1.42B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
IOAPX vs VTSAX Comparison Chart
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IOAPX vs. VTSAX commentary
May 09, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. IOAPX (1.42B). VTSAX pays higher dividends than IOAPX: VTSAX (1.36) vs IOAPX (0.82). IOAPX was incepted earlier than VTSAX: IOAPX (6 years) vs VTSAX (25 years). IOAPX (0.72) is less costly to investors than VTSAX (0.04). IOAPX is a more actively managed with annual turnover of: 54.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than IOAPX: VTSAX (3000) vs IOAPX (1000000). VTSAX annual gain was more profitable for investors over the last year : 7.85 vs. IOAPX (1.66). VTSAX return over 5 years is better than : 87.93 vs. IOAPX (49.56).
| IOAPX | VTSAX | IOAPX / VTSAX | |
| 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 | -2.934 | -4.657 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.72T | 0% |
| Annual Yield % from dividends | 0.82 | 1.36 | 60% |
| Returns for 1 year | 1.66 | 7.85 | 21% |
| Returns for 3 years | 28.31 | 39.39 | 72% |
| Returns for 5 years | 49.56 | 87.93 | 56% |
| Returns for 10 years | N/A | 163.37 | - |
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