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PCAOX vs VSMPX
PCAOX vs VSMPX Comparison
Open Charts PCAOX vs VSMPX
Principal Capital Appreciation R3
Price$83.49
Change-$1.20 (-1.42%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
PCAOX vs VSMPX Comparison Chart
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PCAOX vs. VSMPX commentary
Nov 18, 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 PCAOX is a StrongBuy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. PCAOX (4.81B). 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). PCAOX annual gain was more profitable for investors over the last year : 33.48 vs. VSMPX (30.55). VSMPX return over 5 years is better than : 83.80 vs. PCAOX (65.04).
| 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 | 25.681 | 22.437 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 1.73T | 0% |
| Annual Yield % from dividends | 0.50 | 1.36 | 37% |
| Returns for 1 year | 33.48 | 30.55 | 110% |
| Returns for 3 years | 20.15 | 19.95 | 101% |
| Returns for 5 years | 65.04 | 83.80 | 78% |
| Returns for 10 years | 49.21 | N/A | - |
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