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Compare trend and price PCAMX vs VFINX
PCAMX vs VFINX Comparison
Open Charts PCAMX vs VFINX
Principal Capital Appreciation R1
Price$70.14
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$458.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PCAMX vs VFINX Comparison Chart
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PCAMX vs. VFINX commentary
Apr 23, 2024
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 PCAMX is a Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.11T vs. PCAMX (4.15B). VFINX pays higher dividends than PCAMX: VFINX (1.24) vs PCAMX (0.12). PCAMX was incepted earlier than VFINX: PCAMX (14 years) vs VFINX (48 years). PCAMX is a more actively managed with annual turnover of: 48.20 vs. VFINX (2.00). PCAMX (0) and VFINX (0) have matching initial minimum investment requirements. PCAMX annual gain was more profitable for investors over the last year : 23.46 vs. VFINX (20.35). VFINX return over 5 years is better than : 71.10 vs. PCAMX (50.21).
| PCAMX | VFINX | PCAMX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 48 years | - |
| Gain YTD | 5.744 | 4.242 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.15B | 1.11T | 0% |
| Annual Yield % from dividends | 0.12 | 1.24 | 10% |
| Returns for 1 year | 23.46 | 20.35 | 115% |
| Returns for 3 years | 16.44 | 20.19 | 81% |
| Returns for 5 years | 50.21 | 71.10 | 71% |
| Returns for 10 years | 32.67 | 168.45 | 19% |
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