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PCAQX vs VSMPX
PCAQX vs VSMPX Comparison
Open Charts PCAQX vs VSMPX
Principal Capital Appreciation R5
Price$74.68
Change+$6.02 (+8.77%)
VolumeN/A
Net Assets4.32B
Vanguard Total Stock Mkt Idx Instl Pls
Price$243.66
Change+$21.22 (+9.54%)
VolumeN/A
Net Assets1.7T
PCAQX vs VSMPX Comparison Chart
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PCAQX vs. VSMPX commentary
Apr 11, 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 PCAQX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. PCAQX (4.32B). VSMPX pays higher dividends than PCAQX: VSMPX (1.37) vs PCAQX (0.53). PCAQX was incepted earlier than VSMPX: PCAQX (15 years) vs VSMPX (10 years). PCAQX (0.70) is less costly to investors than VSMPX (0.02). PCAQX is a more actively managed with annual turnover of: 41.40 vs. VSMPX (2.00). PCAQX has a lower initial minimum investment than VSMPX: PCAQX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : -5.40 vs. PCAQX (-8.59). VSMPX return over 5 years is better than : 75.50 vs. PCAQX (61.85).
| PCAQX | VSMPX | PCAQX / VSMPX | |
| Total Expense Ratio | 0.70 | 0.02 | 3,500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.02 | 3,500% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | -15.527 | -15.900 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 1.7T | 0% |
| Annual Yield % from dividends | 0.53 | 1.37 | 39% |
| Returns for 1 year | -8.59 | -5.40 | 159% |
| Returns for 3 years | 12.92 | 8.78 | 147% |
| Returns for 5 years | 61.85 | 75.50 | 82% |
| Returns for 10 years | 24.75 | N/A | - |
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