PCAQX
Price
$81.87
Change
+$0.74 (+0.91%)
Updated
Jun 6 closing price
Net Assets
4.67B
VSMPX
Price
$269.55
Change
+$2.84 (+1.06%)
Updated
Jun 6 closing price
Net Assets
1.82T
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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$81.87
Change+$0.74 (+0.91%)
VolumeN/A
Net Assets4.67B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
PCAQX vs VSMPX Comparison Chart
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PCAQX vs. VSMPX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. PCAQX (4.67B). VSMPX pays higher dividends than PCAQX: VSMPX (1.29) vs PCAQX (0.51). 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 : 10.97 vs. PCAQX (5.63). VSMPX return over 5 years is better than : 81.02 vs. PCAQX (68.00).
PCAQXVSMPXPCAQX / VSMPX
Total Expense Ratio0.680.023,400%
Annual Report Gross Expense Ratio0.680.023,400%
Fund Existence15 years10 years-
Gain YTD-0.1850.837-22%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.67B1.82T0%
Annual Yield % from dividends0.511.2939%
Returns for 1 year5.6310.9751%
Returns for 3 years42.7740.40106%
Returns for 5 years68.0081.0284%
Returns for 10 years48.52171.6428%
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