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MSAZX vs VTSMX
MSAZX vs VTSMX Comparison
Open Charts MSAZX vs VTSMX
Invesco Main Street All Cap R5
Price$26.24
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
MSAZX vs VTSMX Comparison Chart
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MSAZX 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 MSAZX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MSAZX (1.42B). VTSMX pays higher dividends than MSAZX: VTSMX (1.26) vs MSAZX (0.82). MSAZX was incepted earlier than VTSMX: MSAZX (6 years) vs VTSMX (33 years). MSAZX (0.72) is less costly to investors than VTSMX (0.14). MSAZX is a more actively managed with annual turnover of: 54.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MSAZX: VTSMX (3000) vs MSAZX (1000000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. MSAZX (1.66). VTSMX return over 5 years is better than : 87.92 vs. MSAZX (49.54).
| MSAZX | VTSMX | MSAZX / 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 | -2.936 | -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 | 28.28 | 39.37 | 72% |
| Returns for 5 years | 49.54 | 87.92 | 56% |
| Returns for 10 years | N/A | 162.78 | - |
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