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PCAPX vs VSTSX
PCAPX vs VSTSX Comparison
Open Charts PCAPX vs VSTSX
Principal Capital Appreciation R4
Price$84.94
Change-$1.23 (-1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
PCAPX vs VSTSX Comparison Chart
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PCAPX vs. VSTSX 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 VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. PCAPX (4.81B). VSTSX pays higher dividends than PCAPX: VSTSX (1.36) vs PCAPX (0.59). PCAPX was incepted earlier than VSTSX: PCAPX (15 years) vs VSTSX (8 years). PCAPX is a more actively managed with annual turnover of: 48.20 vs. VSTSX (2.00). PCAPX has a lower initial minimum investment than VSTSX: PCAPX (0) vs VSTSX (5000000000). PCAPX annual gain was more profitable for investors over the last year : 33.75 vs. VSTSX (30.56). VSTSX return over 5 years is better than : 83.83 vs. PCAPX (66.74).
| PCAPX | VSTSX | PCAPX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 25.893 | 22.443 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| 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 | 30.56 | 110% |
| Returns for 3 years | 20.75 | 19.98 | 104% |
| Returns for 5 years | 66.74 | 83.83 | 80% |
| Returns for 10 years | 53.12 | N/A | - |