Interact to see
Advertisement
Advertisement
PCAOX vs VITSX
PCAOX vs VITSX Comparison
Open Charts PCAOX vs VITSX
Principal Capital Appreciation R3
Price$84.01
Change-$0.18 (-0.21%)
VolumeN/A
Net Assets5.11B
Vanguard Total Stock Market Idx I
Price$151.37
Change-$0.13 (-0.09%)
VolumeN/A
Net Assets1.91T
PCAOX vs VITSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PCAOX vs. VITSX commentary
Aug 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 PCAOX is a Buy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. PCAOX (5.11B). VITSX pays higher dividends than PCAOX: VITSX (1.19) vs PCAOX (0.27). PCAOX was incepted earlier than VITSX: PCAOX (15 years) vs VITSX (28 years). PCAOX (0.99) is less costly to investors than VITSX (0.03). PCAOX is a more actively managed with annual turnover of: 41.40 vs. VITSX (2.00). PCAOX has a lower initial minimum investment than VITSX: PCAOX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 21.78 vs. PCAOX (14.86). VITSX return over 5 years is better than : 83.92 vs. PCAOX (63.95).
| PCAOX | VITSX | PCAOX / VITSX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,300% |
| Annual Report Gross Expense Ratio | 0.99 | 0.03 | 3,300% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 6.086 | 7.458 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 1.91T | 0% |
| Annual Yield % from dividends | 0.27 | 1.19 | 23% |
| Returns for 1 year | 14.86 | 21.78 | 68% |
| Returns for 3 years | 50.66 | 50.18 | 101% |
| Returns for 5 years | 63.95 | 83.92 | 76% |
| Returns for 10 years | 49.26 | 197.39 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement