Interact to see
Advertisement
Advertisement
PCAOX vs VTSMX
PCAOX vs VTSMX Comparison
Open Charts PCAOX vs VTSMX
Principal Capital Appreciation R3
Price$87.52
Change-$0.45 (-0.51%)
VolumeN/A
Net Assets5.26B
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
PCAOX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PCAOX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. PCAOX (5.26B). VTSMX pays higher dividends than PCAOX: VTSMX (1.07) vs PCAOX (0.26). PCAOX was incepted earlier than VTSMX: PCAOX (16 years) vs VTSMX (33 years). PCAOX (0.99) is less costly to investors than VTSMX (0.14). PCAOX is a more actively managed with annual turnover of: 41.40 vs. VTSMX (2.00). PCAOX has a lower initial minimum investment than VTSMX: PCAOX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.04 vs. PCAOX (9.08). VTSMX return over 5 years is better than : 96.39 vs. PCAOX (72.94).
| PCAOX | VTSMX | PCAOX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 10.849 | 12.863 | 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 | 1.07 | 25% |
| Returns for 1 year | 9.08 | 16.04 | 57% |
| Returns for 3 years | 76.77 | 79.91 | 96% |
| Returns for 5 years | 72.94 | 96.39 | 76% |
| Returns for 10 years | 73.44 | 249.73 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement