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IOAPX vs VFIAX
IOAPX vs VFIAX Comparison
Open Charts IOAPX vs VFIAX
Invesco Main Street All Cap R6
Price$30.85
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets1.71B
Vanguard 500 Index Admiral
Price$639.70
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
IOAPX vs VFIAX Comparison Chart in %
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IOAPX vs. VFIAX commentary
Dec 26, 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 StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. IOAPX (1.71B). VFIAX pays higher dividends than IOAPX: VFIAX (1.11) vs IOAPX (0.58). IOAPX was incepted earlier than VFIAX: IOAPX (7 years) vs VFIAX (25 years). IOAPX (0.72) is less costly to investors than VFIAX (0.04). IOAPX is a more actively managed with annual turnover of: 54.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than IOAPX: VFIAX (3000) vs IOAPX (1000000). VFIAX annual gain was more profitable for investors over the last year : 14.84 vs. IOAPX (11.69). VFIAX return over 5 years is better than : 87.51 vs. IOAPX (37.48).
| IOAPX | VFIAX | IOAPX / VFIAX | |
| Total Expense Ratio | 0.72 | 0.04 | 1,800% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 14.556 | 17.903 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 1.48T | 0% |
| Annual Yield % from dividends | 0.58 | 1.11 | 52% |
| Returns for 1 year | 11.69 | 14.84 | 79% |
| Returns for 3 years | 64.24 | 80.67 | 80% |
| Returns for 5 years | 37.48 | 87.51 | 43% |
| Returns for 10 years | N/A | 237.23 | - |
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