Ad is loading...
Ad is loading...
PCAPX vs VSMPX
PCAPX vs VSMPX Comparison
Open Charts PCAPX vs VSMPX
Principal Capital Appreciation R4
Price$84.94
Change-$1.23 (-1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
PCAPX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCAPX vs. VSMPX commentary
Nov 18, 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 PCAPX is a StrongBuy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. PCAPX (4.81B). VSMPX pays higher dividends than PCAPX: VSMPX (1.36) vs PCAPX (0.59). PCAPX was incepted earlier than VSMPX: PCAPX (15 years) vs VSMPX (10 years). PCAPX is a more actively managed with annual turnover of: 48.20 vs. VSMPX (2.00). PCAPX has a lower initial minimum investment than VSMPX: PCAPX (0) vs VSMPX (100000000). PCAPX annual gain was more profitable for investors over the last year : 33.75 vs. VSMPX (30.55). VSMPX return over 5 years is better than : 83.80 vs. PCAPX (66.74).
| PCAPX | VSMPX | PCAPX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 25.893 | 22.437 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 1.73T | 0% |
| Annual Yield % from dividends | 0.59 | 1.36 | 44% |
| Returns for 1 year | 33.75 | 30.55 | 110% |
| Returns for 3 years | 20.75 | 19.95 | 104% |
| Returns for 5 years | 66.74 | 83.80 | 80% |
| Returns for 10 years | 53.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...