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IOAPX vs VTSAX
IOAPX vs VTSAX Comparison
Open Charts IOAPX vs VTSAX
Invesco Main Street All Cap R6
Price$24.27
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets1.33B
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
IOAPX vs VTSAX Comparison Chart
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IOAPX vs. VTSAX commentary
Apr 18, 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: 1.7T vs. IOAPX (1.33B). VTSAX pays higher dividends than IOAPX: VTSAX (1.35) vs IOAPX (0.82). IOAPX was incepted earlier than VTSAX: IOAPX (6 years) vs VTSAX (24 years). IOAPX (0.73) 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 : 4.35 vs. IOAPX (-0.48). VTSAX return over 5 years is better than : 80.96 vs. IOAPX (46.02).
| IOAPX | VTSAX | IOAPX / VTSAX | |
| Total Expense Ratio | 0.73 | 0.04 | 1,825% |
| Annual Report Gross Expense Ratio | 0.73 | 0.04 | 1,825% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -7.909 | -10.856 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 1.7T | 0% |
| Annual Yield % from dividends | 0.82 | 1.35 | 60% |
| Returns for 1 year | -0.48 | 4.35 | -11% |
| Returns for 3 years | 9.15 | 17.54 | 52% |
| Returns for 5 years | 46.02 | 80.96 | 57% |
| Returns for 10 years | N/A | 146.20 | - |