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PCAOX vs VTSMX
PCAOX vs VTSMX Comparison
Open Charts PCAOX vs VTSMX
Principal Capital Appreciation R3
Price$84.01
Change-$0.18 (-0.21%)
VolumeN/A
Net Assets5.11B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
PCAOX vs VTSMX Comparison Chart in %
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PCAOX vs. VTSMX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PCAOX (5.11B). VTSMX pays higher dividends than PCAOX: VTSMX (1.09) vs PCAOX (0.27). PCAOX was incepted earlier than VTSMX: PCAOX (15 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 : 21.77 vs. PCAOX (14.86). VTSMX return over 5 years is better than : 83.91 vs. PCAOX (63.95).
| PCAOX | VTSMX | PCAOX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 6.086 | 7.450 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 1.91T | 0% |
| Annual Yield % from dividends | 0.27 | 1.09 | 25% |
| Returns for 1 year | 14.86 | 21.77 | 68% |
| Returns for 3 years | 50.66 | 50.15 | 101% |
| Returns for 5 years | 63.95 | 83.91 | 76% |
| Returns for 10 years | 49.26 | 196.78 | 25% |
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