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PCAOX vs VFFSX
PCAOX vs VFFSX Comparison
Open Charts PCAOX vs VFFSX
Principal Capital Appreciation R3
Price$72.08
Change+$1.35 (+1.91%)
VolumeN/A
Net Assets4.2B
Vanguard 500 Index Institutional Select
Price$262.46
Change+$4.67 (+1.81%)
VolumeN/A
Net Assets1.32T
PCAOX vs VFFSX Comparison Chart
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PCAOX vs. VFFSX commentary
Apr 12, 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 PCAOX is a Buy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.32T vs. PCAOX (4.2B). VFFSX pays higher dividends than PCAOX: VFFSX (1.36) vs PCAOX (0.30). PCAOX was incepted earlier than VFFSX: PCAOX (15 years) vs VFFSX (9 years). PCAOX (1.01) is less costly to investors than VFFSX (0.01). PCAOX is a more actively managed with annual turnover of: 41.40 vs. VFFSX (2.00). PCAOX has a lower initial minimum investment than VFFSX: PCAOX (0) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 1.39 vs. PCAOX (-3.80). VFFSX return over 5 years is better than : 89.02 vs. PCAOX (68.17).
| PCAOX | VFFSX | PCAOX / VFFSX | |
| Total Expense Ratio | 1.01 | 0.01 | 10,100% |
| Annual Report Gross Expense Ratio | 1.01 | 0.01 | 10,100% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -10.874 | -10.399 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.2B | 1.32T | 0% |
| Annual Yield % from dividends | 0.30 | 1.36 | 22% |
| Returns for 1 year | -3.80 | 1.39 | -274% |
| Returns for 3 years | 20.85 | 19.95 | 104% |
| Returns for 5 years | 68.17 | 89.02 | 77% |
| Returns for 10 years | 26.71 | N/A | - |
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