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OMSOX vs VFIAX
OMSOX vs VFIAX Comparison
Open Charts OMSOX vs VFIAX
Invesco Main Street All Cap A
Price$24.14
Change-$0.87 (-3.48%)
VolumeN/A
Net Assets1.38B
Vanguard 500 Index Admiral
Price$486.22
Change-$17.34 (-3.44%)
VolumeN/A
Net Assets1.32T
OMSOX vs VFIAX Comparison Chart
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OMSOX vs. VFIAX 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 OMSOX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. OMSOX (1.38B). VFIAX pays higher dividends than OMSOX: VFIAX (1.35) vs OMSOX (0.52). OMSOX was incepted earlier than VFIAX: OMSOX (25 years) vs VFIAX (24 years). OMSOX (1.06) is less costly to investors than VFIAX (0.04). OMSOX is a more actively managed with annual turnover of: 54.00 vs. VFIAX (2.00). OMSOX has a lower initial minimum investment than VFIAX: OMSOX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 5.77 vs. OMSOX (-1.32). VFIAX return over 5 years is better than : 95.64 vs. OMSOX (50.74).
| OMSOX | VFIAX | OMSOX / VFIAX | |
| Total Expense Ratio | 1.06 | 0.04 | 2,650% |
| Annual Report Gross Expense Ratio | 1.06 | 0.04 | 2,650% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -6.575 | -7.209 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.32T | 0% |
| Annual Yield % from dividends | 0.52 | 1.35 | 39% |
| Returns for 1 year | -1.32 | 5.77 | -23% |
| Returns for 3 years | 9.45 | 23.74 | 40% |
| Returns for 5 years | 50.74 | 95.64 | 53% |
| Returns for 10 years | 30.65 | 161.16 | 19% |