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PCAOX vs VSMPX
PCAOX vs VSMPX Comparison
Open Charts PCAOX vs VSMPX
Principal Capital Appreciation R3
Price$81.40
Change+$0.76 (+0.94%)
VolumeN/A
Net Assets4.92B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
PCAOX vs VSMPX Comparison Chart
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PCAOX vs. VSMPX commentary
Jan 19, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. PCAOX (4.92B). VSMPX pays higher dividends than PCAOX: VSMPX (1.36) vs PCAOX (0.50). PCAOX was incepted earlier than VSMPX: PCAOX (15 years) vs VSMPX (10 years). PCAOX is a more actively managed with annual turnover of: 48.20 vs. VSMPX (2.00). PCAOX has a lower initial minimum investment than VSMPX: PCAOX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.27 vs. PCAOX (21.94). VSMPX return over 5 years is better than : 76.14 vs. PCAOX (62.41).
| PCAOX | VSMPX | PCAOX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 2.571 | 2.245 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.92B | 1.78T | 0% |
| Annual Yield % from dividends | 0.50 | 1.36 | 37% |
| Returns for 1 year | 21.94 | 25.27 | 87% |
| Returns for 3 years | 34.34 | 29.00 | 118% |
| Returns for 5 years | 62.41 | 76.14 | 82% |
| Returns for 10 years | 53.58 | N/A | - |
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