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PCAOX vs VTSMX
PCAOX vs VTSMX Comparison
Open Charts PCAOX vs VTSMX
Principal Capital Appreciation R3
Price$85.49
Change-$0.65 (-0.75%)
VolumeN/A
Net Assets5.14B
Vanguard Total Stock Mkt Idx I
Price$154.79
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
PCAOX vs VTSMX Comparison Chart in %
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PCAOX vs. VTSMX commentary
Sep 01, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PCAOX (5.14B). 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 : 15.49 vs. PCAOX (8.75). VTSMX return over 5 years is better than : 79.73 vs. PCAOX (59.26).
| 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 | 7.724 | 9.827 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 1.91T | 0% |
| Annual Yield % from dividends | 0.26 | 1.07 | 25% |
| Returns for 1 year | 8.75 | 15.49 | 56% |
| Returns for 3 years | 58.47 | 59.48 | 98% |
| Returns for 5 years | 59.26 | 79.73 | 74% |
| Returns for 10 years | 66.88 | 232.22 | 29% |
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