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PCAOX vs VTSMX
PCAOX vs VTSMX Comparison
Open Charts PCAOX vs VTSMX
Principal Capital Appreciation R3
Price$88.00
Change+$0.64 (+0.73%)
VolumeN/A
Net Assets4.78B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
PCAOX vs VTSMX Comparison Chart in %
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PCAOX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. PCAOX (4.78B). VTSMX pays higher dividends than PCAOX: VTSMX (1.02) vs PCAOX (0.25). PCAOX was incepted earlier than VTSMX: PCAOX (16 years) vs VTSMX (34 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 : 10.79 vs. PCAOX (4.08). VTSMX return over 5 years is better than : 77.62 vs. PCAOX (60.07).
| 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 | 34 years | - |
| Gain YTD | 10.081 | 11.948 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 2.05T | 0% |
| Annual Yield % from dividends | 0.25 | 1.02 | 25% |
| Returns for 1 year | 4.08 | 10.79 | 38% |
| Returns for 3 years | 59.33 | 63.83 | 93% |
| Returns for 5 years | 60.07 | 77.62 | 77% |
| Returns for 10 years | 54.83 | 213.77 | 26% |
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