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IOAPX vs VFINX
IOAPX vs VFINX Comparison
Open Charts IOAPX vs VFINX
Invesco Main Street All Cap R6
Price$30.73
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets1.7B
Vanguard 500 Index Investor
Price$639.70
Change-$3.42 (-0.53%)
VolumeN/A
Net Assets1.47T
IOAPX vs VFINX Comparison Chart in %
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IOAPX vs. VFINX commentary
Jan 15, 2026
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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. IOAPX (1.7B). VFINX pays higher dividends than IOAPX: VFINX (1.02) vs IOAPX (0.31). IOAPX was incepted earlier than VFINX: IOAPX (7 years) vs VFINX (49 years). IOAPX (0.72) is less costly to investors than VFINX (0.14). IOAPX is a more actively managed with annual turnover of: 54.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than IOAPX: VFINX (0) vs IOAPX (1000000). VFINX annual gain was more profitable for investors over the last year : 18.64 vs. IOAPX (14.48). VFINX return over 5 years is better than : 84.11 vs. IOAPX (35.10).
| IOAPX | VFINX | IOAPX / VFINX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 7 years | 49 years | - |
| Gain YTD | 0.787 | 1.228 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 1.48T | 0% |
| Annual Yield % from dividends | 0.31 | 1.02 | 31% |
| Returns for 1 year | 14.48 | 18.64 | 78% |
| Returns for 3 years | 58.54 | 73.54 | 80% |
| Returns for 5 years | 35.10 | 84.11 | 42% |
| Returns for 10 years | N/A | 269.28 | - |
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