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MSAZX vs VTSMX
MSAZX vs VTSMX Comparison
Open Charts MSAZX vs VTSMX
Invesco Main Street All Cap R5
Price$25.16
Change+$2.22 (+9.68%)
VolumeN/A
Net Assets1.26B
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
MSAZX vs VTSMX Comparison Chart
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MSAZX vs. VTSMX commentary
Apr 11, 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: 1.7T vs. MSAZX (1.26B). VTSMX pays higher dividends than MSAZX: VTSMX (1.25) vs MSAZX (0.82). MSAZX was incepted earlier than VTSMX: MSAZX (6 years) vs VTSMX (33 years). MSAZX (0.73) 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 : -5.43 vs. MSAZX (-10.47). VTSMX return over 5 years is better than : 75.41 vs. MSAZX (39.86).
| MSAZX | VTSMX | MSAZX / VTSMX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | -14.753 | -15.905 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 1.7T | 0% |
| Annual Yield % from dividends | 0.82 | 1.25 | 66% |
| Returns for 1 year | -10.47 | -5.43 | 193% |
| Returns for 3 years | -0.58 | 8.73 | -7% |
| Returns for 5 years | 39.86 | 75.41 | 53% |
| Returns for 10 years | N/A | 131.53 | - |
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