PCAOX
Price
$82.95
Change
+$0.79 (+0.96%)
Updated
Jul 3 closing price
Net Assets
5.1B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$82.95
Change+$0.79 (+0.96%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
PCAOX vs VSMPX Comparison Chart in %
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VS
PCAOX vs. VSMPX commentary
Jul 06, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. PCAOX (5.1B). VSMPX pays higher dividends than PCAOX: VSMPX (1.22) vs PCAOX (0.28). 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 : 13.90 vs. PCAOX (6.33). VSMPX return over 5 years is better than : 95.69 vs. PCAOX (75.34).
PCAOXVSMPXPCAOX / VSMPX
Total Expense Ratio0.990.024,950%
Annual Report Gross Expense Ratio0.990.024,950%
Fund Existence15 years10 years-
Gain YTD4.5246.42670%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.1B1.82T0%
Annual Yield % from dividends0.281.2222%
Returns for 1 year6.3313.9046%
Returns for 3 years61.1062.1798%
Returns for 5 years75.3495.6979%
Returns for 10 years48.98189.2126%
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