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PCAQX
Price
$87.02
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
VSMPX
Price
$270.87
Change
+$1.44 (+0.53%)
Updated
Nov 22 closing price
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PCAQX vs VSMPX

Header iconPCAQX vs VSMPX Comparison
Open Charts PCAQX vs VSMPXBanner chart's image
Principal Capital Appreciation R5
Price$87.02
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.87
Change+$1.44 (+0.53%)
VolumeN/A
CapitalizationN/A
PCAQX vs VSMPX Comparison Chart
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VS
PCAQX vs. VSMPX commentary
Nov 23, 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 PCAQX is a Buy and VSMPX is a StrongSell.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. PCAQX (4.89B). 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). PCAQX annual gain was more profitable for investors over the last year : 34.58 vs. VSMPX (31.19). VSMPX return over 5 years is better than : 87.25 vs. PCAQX (71.07).
PCAQXVSMPXPCAQX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years10 years-
Gain YTD28.15924.446115%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.89B1.73T0%
Annual Yield % from dividends0.681.3650%
Returns for 1 year34.5831.19111%
Returns for 3 years24.1423.16104%
Returns for 5 years71.0787.2581%
Returns for 10 years56.58N/A-
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