PCAOX
Price
$84.01
Change
-$0.18 (-0.21%)
Updated
Aug 7 closing price
Net Assets
5.11B
VSMPX
Price
$283.94
Change
-$0.26 (-0.09%)
Updated
Aug 7 closing price
Net Assets
1.91T
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PCAOX vs VSMPX

Header iconPCAOX vs VSMPX Comparison
Open Charts PCAOX vs VSMPXBanner chart's image
Principal Capital Appreciation R3
Price$84.01
Change-$0.18 (-0.21%)
VolumeN/A
Net Assets5.11B
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
PCAOX vs VSMPX Comparison Chart in %
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VS
PCAOX vs. VSMPX 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 VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. PCAOX (5.11B). VSMPX pays higher dividends than PCAOX: VSMPX (1.20) vs PCAOX (0.27). PCAOX was incepted earlier than VSMPX: PCAOX (15 years) vs VSMPX (10 years). PCAOX (0.99) is less costly to investors than VSMPX (0.02). PCAOX is a more actively managed with annual turnover of: 41.40 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 : 21.79 vs. PCAOX (14.86). VSMPX return over 5 years is better than : 83.98 vs. PCAOX (63.95).
PCAOXVSMPXPCAOX / VSMPX
Total Expense Ratio0.990.024,950%
Annual Report Gross Expense Ratio0.990.024,950%
Fund Existence15 years10 years-
Gain YTD6.0867.46682%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.11B1.91T0%
Annual Yield % from dividends0.271.2023%
Returns for 1 year14.8621.7968%
Returns for 3 years50.6650.22101%
Returns for 5 years63.9583.9876%
Returns for 10 years49.26188.0026%
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