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IOAPX vs VSMPX
IOAPX vs VSMPX Comparison
Open Charts IOAPX vs VSMPX
Invesco Main Street All Cap R6
Price$30.81
Change+$0.27 (+0.88%)
VolumeN/A
Net Assets1.64B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
IOAPX vs VSMPX Comparison Chart in %
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IOAPX vs. VSMPX commentary
Sep 08, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. IOAPX (1.64B). VSMPX pays higher dividends than IOAPX: VSMPX (1.17) vs IOAPX (0.70). IOAPX was incepted earlier than VSMPX: IOAPX (6 years) vs VSMPX (10 years). IOAPX (0.72) is less costly to investors than VSMPX (0.02). IOAPX is a more actively managed with annual turnover of: 54.00 vs. VSMPX (2.00). IOAPX has a lower initial minimum investment than VSMPX: IOAPX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.05 vs. IOAPX (13.81). VSMPX return over 5 years is better than : 85.03 vs. IOAPX (49.94).
| IOAPX | VSMPX | IOAPX / VSMPX | |
| Total Expense Ratio | 0.72 | 0.02 | 3,600% |
| Annual Report Gross Expense Ratio | 0.72 | 0.02 | 3,600% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 14.036 | 10.358 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 1.95T | 0% |
| Annual Yield % from dividends | 0.70 | 1.17 | 60% |
| Returns for 1 year | 13.81 | 18.05 | 77% |
| Returns for 3 years | 52.50 | 63.71 | 82% |
| Returns for 5 years | 49.94 | 85.03 | 59% |
| Returns for 10 years | N/A | 214.57 | - |
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