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PCAOX vs VTSMX
PCAOX vs VTSMX Comparison
Open Charts PCAOX vs VTSMX
Principal Capital Appreciation R3
Price$80.65
Change-$0.03 (-0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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PCAOX vs VTSMX Comparison Chart
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PCAOX vs. VTSMX commentary
Sep 22, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. PCAOX (4.74B). VTSMX pays higher dividends than PCAOX: VTSMX (1.26) vs PCAOX (0.50). PCAOX was incepted earlier than VTSMX: PCAOX (15 years) vs VTSMX (32 years). PCAOX is a more actively managed with annual turnover of: 48.20 vs. VTSMX (2.00). PCAOX has a lower initial minimum investment than VTSMX: PCAOX (0) vs VTSMX (3000). PCAOX annual gain was more profitable for investors over the last year : 35.51 vs. VTSMX (31.53). VTSMX return over 5 years is better than : 85.64 vs. PCAOX (65.64).
| PCAOX | VTSMX | PCAOX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 21.406 | 18.617 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74B | 1.72T | 0% |
| Annual Yield % from dividends | 0.50 | 1.26 | 40% |
| Returns for 1 year | 35.51 | 31.53 | 113% |
| Returns for 3 years | 25.71 | 25.35 | 101% |
| Returns for 5 years | 65.64 | 85.64 | 77% |
| Returns for 10 years | 49.97 | 187.59 | 27% |