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PCAQX vs VSMPX
PCAQX vs VSMPX Comparison
Open Charts PCAQX vs VSMPX
Principal Capital Appreciation R5
Price$82.43
Change-$1.70 (-2.02%)
VolumeN/A
Net Assets4.84B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
PCAQX vs VSMPX Comparison Chart
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PCAQX vs. VSMPX commentary
Feb 23, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. PCAQX (4.84B). VSMPX pays higher dividends than PCAQX: VSMPX (1.36) vs PCAQX (0.68). PCAQX was incepted earlier than VSMPX: PCAQX (15 years) vs VSMPX (10 years). PCAQX is a more actively managed with annual turnover of: 48.20 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 : 19.85 vs. PCAQX (13.50). VSMPX return over 5 years is better than : 78.20 vs. PCAQX (64.38).
| PCAQX | VSMPX | PCAQX / 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 | 1.415 | 4.071 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 1.84T | 0% |
| Annual Yield % from dividends | 0.68 | 1.36 | 50% |
| Returns for 1 year | 13.50 | 19.85 | 68% |
| Returns for 3 years | 42.51 | 39.42 | 108% |
| Returns for 5 years | 64.38 | 78.20 | 82% |
| Returns for 10 years | 49.74 | N/A | - |
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