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PCAPX vs VTSMX
PCAPX vs VTSMX Comparison
Open Charts PCAPX vs VTSMX
Principal Capital Appreciation R4
Price$82.03
Change-$0.02 (-0.02%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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PCAPX vs VTSMX Comparison Chart
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PCAPX vs. VTSMX commentary
Sep 21, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. PCAPX (4.75B). VTSMX pays higher dividends than PCAPX: VTSMX (1.26) vs PCAPX (0.59). PCAPX was incepted earlier than VTSMX: PCAPX (15 years) vs VTSMX (32 years). PCAPX is a more actively managed with annual turnover of: 48.20 vs. VTSMX (2.00). PCAPX has a lower initial minimum investment than VTSMX: PCAPX (0) vs VTSMX (3000). PCAPX annual gain was more profitable for investors over the last year : 35.79 vs. VTSMX (31.53). VTSMX return over 5 years is better than : 85.64 vs. PCAPX (67.37).
| PCAPX | VTSMX | PCAPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 21.580 | 18.617 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 1.72T | 0% |
| Annual Yield % from dividends | 0.59 | 1.26 | 47% |
| Returns for 1 year | 35.79 | 31.53 | 114% |
| Returns for 3 years | 26.35 | 25.35 | 104% |
| Returns for 5 years | 67.37 | 85.64 | 79% |
| Returns for 10 years | 53.93 | 187.59 | 29% |