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PCAQX vs VSMPX
PCAQX vs VSMPX Comparison
Open Charts PCAQX vs VSMPX
Principal Capital Appreciation R5
Price$84.74
Change+$0.57 (+0.68%)
VolumeN/A
Net Assets4.96B
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.52
Change+$1.35 (+0.49%)
VolumeN/A
Net Assets1.78T
PCAQX vs VSMPX Comparison Chart
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PCAQX vs. VSMPX commentary
Jan 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. PCAQX (4.96B). 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 : 24.83 vs. PCAQX (22.36). VSMPX return over 5 years is better than : 80.62 vs. PCAQX (69.72).
| 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 | 4.257 | 3.757 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 1.78T | 0% |
| Annual Yield % from dividends | 0.68 | 1.36 | 50% |
| Returns for 1 year | 22.36 | 24.83 | 90% |
| Returns for 3 years | 42.58 | 36.45 | 117% |
| Returns for 5 years | 69.72 | 80.62 | 86% |
| Returns for 10 years | 59.54 | N/A | - |
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