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PCAOX vs VTSAX
PCAOX vs VTSAX Comparison
Open Charts PCAOX vs VTSAX
Principal Capital Appreciation R3
Price$87.52
Change-$0.45 (-0.51%)
VolumeN/A
Net Assets5.26B
Vanguard Total Stock Mkt Idx Adm
Price$158.25
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
PCAOX vs VTSAX Comparison Chart in %
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PCAOX vs. VTSAX commentary
Sep 26, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. PCAOX (5.26B). VTSAX pays higher dividends than PCAOX: VTSAX (1.16) vs PCAOX (0.26). PCAOX was incepted earlier than VTSAX: PCAOX (16 years) vs VTSAX (25 years). PCAOX (0.99) is less costly to investors than VTSAX (0.04). PCAOX is a more actively managed with annual turnover of: 41.40 vs. VTSAX (2.00). PCAOX has a lower initial minimum investment than VTSAX: PCAOX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 16.05 vs. PCAOX (9.08). VTSAX return over 5 years is better than : 96.46 vs. PCAOX (72.94).
| PCAOX | VTSAX | PCAOX / VTSAX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 0.99 | 0.04 | 2,475% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 10.849 | 12.886 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 1.95T | 0% |
| Annual Yield % from dividends | 0.26 | 1.16 | 23% |
| Returns for 1 year | 9.08 | 16.05 | 57% |
| Returns for 3 years | 76.77 | 79.99 | 96% |
| Returns for 5 years | 72.94 | 96.46 | 76% |
| Returns for 10 years | 73.44 | 250.63 | 29% |
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