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IOAPX vs VTSMX
IOAPX vs VTSMX Comparison
Open Charts IOAPX vs VTSMX
Invesco Main Street All Cap R6
Price$27.86
Change-$0.35 (-1.24%)
VolumeN/A
Net Assets1.51B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
IOAPX vs VTSMX Comparison Chart
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IOAPX vs. VTSMX commentary
Jun 15, 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: 1.82T vs. IOAPX (1.51B). VTSMX pays higher dividends than IOAPX: VTSMX (1.18) vs IOAPX (0.77). 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 : 10.06 vs. IOAPX (4.56). VTSMX return over 5 years is better than : 91.36 vs. IOAPX (53.45).
| 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 | 3.453 | 1.349 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.82T | 0% |
| Annual Yield % from dividends | 0.77 | 1.18 | 65% |
| Returns for 1 year | 4.56 | 10.06 | 45% |
| Returns for 3 years | 43.90 | 57.59 | 76% |
| Returns for 5 years | 53.45 | 91.36 | 59% |
| Returns for 10 years | N/A | 178.92 | - |
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