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PCAQX vs VSTSX
PCAQX vs VSTSX Comparison
Open Charts PCAQX vs VSTSX
Principal Capital Appreciation R5
Price$73.89
Change+$1.39 (+1.92%)
VolumeN/A
Net Assets4.28B
Vanguard Total Stock Mkt Idx Instl Sel
Price$251.05
Change+$4.37 (+1.77%)
VolumeN/A
Net Assets1.7T
PCAQX vs VSTSX Comparison Chart
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PCAQX vs. VSTSX commentary
Apr 14, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. PCAQX (4.28B). VSTSX pays higher dividends than PCAQX: VSTSX (1.37) vs PCAQX (0.53). PCAQX was incepted earlier than VSTSX: PCAQX (15 years) vs VSTSX (9 years). PCAQX (0.70) is less costly to investors than VSTSX (0.01). PCAQX is a more actively managed with annual turnover of: 41.40 vs. VSTSX (2.00). PCAQX has a lower initial minimum investment than VSTSX: PCAQX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 2.10 vs. PCAQX (-1.55). VSTSX return over 5 years is better than : 88.77 vs. PCAQX (74.18).
| PCAQX | VSTSX | PCAQX / VSTSX | |
| Total Expense Ratio | 0.70 | 0.01 | 7,000% |
| Annual Report Gross Expense Ratio | 0.70 | 0.01 | 7,000% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -9.092 | -9.568 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.28B | 1.7T | 0% |
| Annual Yield % from dividends | 0.53 | 1.37 | 39% |
| Returns for 1 year | -1.55 | 2.10 | -74% |
| Returns for 3 years | 24.04 | 19.17 | 125% |
| Returns for 5 years | 74.18 | 88.77 | 84% |
| Returns for 10 years | 34.54 | N/A | - |