Ad is loading...
IOAPX vs VTSMX
IOAPX vs VTSMX Comparison
Open Charts IOAPX vs VTSMX
Invesco Main Street All Cap R6
Price$26.26
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets1.42B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
IOAPX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IOAPX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. IOAPX (1.42B). VTSMX pays higher dividends than IOAPX: VTSMX (1.26) vs IOAPX (0.82). IOAPX was incepted earlier than VTSMX: IOAPX (6 years) vs VTSMX (33 years). IOAPX (0.72) is less costly to investors than VTSMX (0.14). IOAPX is a more actively managed with annual turnover of: 54.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than IOAPX: VTSMX (3000) vs IOAPX (1000000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. IOAPX (1.66). VTSMX return over 5 years is better than : 87.92 vs. IOAPX (49.56).
| IOAPX | VTSMX | IOAPX / VTSMX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | -2.934 | -4.660 | 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 | 1.26 | 65% |
| Returns for 1 year | 1.66 | 7.85 | 21% |
| Returns for 3 years | 28.31 | 39.37 | 72% |
| Returns for 5 years | 49.56 | 87.92 | 56% |
| Returns for 10 years | N/A | 162.78 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...