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PCAQX vs VSTSX
PCAQX vs VSTSX Comparison
Open Charts PCAQX vs VSTSX
Principal Capital Appreciation R5
Price$77.44
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets4.47B
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.48
Change-$0.16 (-0.06%)
VolumeN/A
Net Assets1.72T
PCAQX vs VSTSX Comparison Chart
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PCAQX vs. VSTSX commentary
May 11, 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: 1.72T vs. PCAQX (4.47B). VSTSX pays higher dividends than PCAQX: VSTSX (1.38) vs PCAQX (0.53). PCAQX was incepted earlier than VSTSX: PCAQX (15 years) vs VSTSX (9 years). PCAQX (0.68) 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 : 7.97 vs. PCAQX (2.86). VSTSX return over 5 years is better than : 89.31 vs. PCAQX (73.99).
| PCAQX | VSTSX | PCAQX / VSTSX | |
| Total Expense Ratio | 0.68 | 0.01 | 6,800% |
| Annual Report Gross Expense Ratio | 0.68 | 0.01 | 6,800% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -4.724 | -4.010 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 1.72T | 0% |
| Annual Yield % from dividends | 0.53 | 1.38 | 39% |
| Returns for 1 year | 2.86 | 7.97 | 36% |
| Returns for 3 years | 43.35 | 40.17 | 108% |
| Returns for 5 years | 73.99 | 89.31 | 83% |
| Returns for 10 years | 41.17 | N/A | - |
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