Ad is loading...
PCAOX vs VSMPX
PCAOX vs VSMPX Comparison
Open Charts PCAOX vs VSMPX
Principal Capital Appreciation R3
Price$72.08
Change+$1.35 (+1.91%)
VolumeN/A
Net Assets4.28B
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
PCAOX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCAOX vs. VSMPX commentary
Apr 14, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. PCAOX (4.28B). VSMPX pays higher dividends than PCAOX: VSMPX (1.37) vs PCAOX (0.30). PCAOX was incepted earlier than VSMPX: PCAOX (15 years) vs VSMPX (10 years). PCAOX (1.01) 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 : 2.10 vs. PCAOX (-1.97). VSMPX return over 5 years is better than : 88.71 vs. PCAOX (71.38).
| PCAOX | VSMPX | PCAOX / VSMPX | |
| Total Expense Ratio | 1.01 | 0.02 | 5,050% |
| Annual Report Gross Expense Ratio | 1.01 | 0.02 | 5,050% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | -9.173 | -9.567 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.28B | 1.7T | 0% |
| Annual Yield % from dividends | 0.30 | 1.37 | 22% |
| Returns for 1 year | -1.97 | 2.10 | -94% |
| Returns for 3 years | 23.15 | 19.14 | 121% |
| Returns for 5 years | 71.38 | 88.71 | 80% |
| Returns for 10 years | 29.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...