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PCAQX vs VSMPX
PCAQX vs VSMPX Comparison
Open Charts PCAQX vs VSMPX
Principal Capital Appreciation R5
Price$85.16
Change+$0.09 (+0.11%)
VolumeN/A
Net Assets5.06B
Vanguard Total Stock Mkt Idx Instl Pls
Price$282.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
PCAQX vs VSMPX Comparison Chart in %
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PCAQX vs. VSMPX commentary
Jul 20, 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: 1.91T vs. PCAQX (5.06B). VSMPX pays higher dividends than PCAQX: VSMPX (1.22) vs PCAQX (0.49). PCAQX was incepted earlier than VSMPX: PCAQX (15 years) vs VSMPX (10 years). PCAQX (0.68) 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 : 13.50 vs. PCAQX (7.14). VSMPX return over 5 years is better than : 90.33 vs. PCAQX (72.44).
| PCAQX | VSMPX | PCAQX / VSMPX | |
| Total Expense Ratio | 0.68 | 0.02 | 3,400% |
| Annual Report Gross Expense Ratio | 0.68 | 0.02 | 3,400% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 4.774 | 6.774 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 1.91T | 0% |
| Annual Yield % from dividends | 0.49 | 1.22 | 40% |
| Returns for 1 year | 7.14 | 13.50 | 53% |
| Returns for 3 years | 58.63 | 57.80 | 101% |
| Returns for 5 years | 72.44 | 90.33 | 80% |
| Returns for 10 years | 52.59 | 184.26 | 29% |
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