Ad is loading...
PCAQX vs VSTSX
PCAQX vs VSTSX Comparison
Open Charts PCAQX vs VSTSX
Principal Capital Appreciation R5
Price$84.74
Change+$0.57 (+0.68%)
VolumeN/A
Net Assets4.96B
Vanguard Total Stock Mkt Idx Instl Sel
Price$288.13
Change+$1.41 (+0.49%)
VolumeN/A
Net Assets1.78T
PCAQX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCAQX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. PCAQX (4.96B). VSTSX pays higher dividends than PCAQX: VSTSX (1.36) vs PCAQX (0.68). PCAQX was incepted earlier than VSTSX: PCAQX (15 years) vs VSTSX (9 years). PCAQX is a more actively managed with annual turnover of: 48.20 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 : 24.84 vs. PCAQX (22.36). VSTSX return over 5 years is better than : 80.67 vs. PCAQX (69.72).
| PCAQX | VSTSX | PCAQX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 4.257 | 3.756 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| 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 | 24.84 | 90% |
| Returns for 3 years | 42.58 | 36.48 | 117% |
| Returns for 5 years | 69.72 | 80.67 | 86% |
| Returns for 10 years | 59.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VPRDX | 16.03 | 0.10 | +0.63% |
| VY® Morgan Stanley Global Franchise R6 | |||
| ATWYX | 23.07 | 0.11 | +0.48% |
| AB Tax-Managed Wealth Apprec Strat Adv | |||
| LISOX | 14.18 | -0.01 | -0.07% |
| Lazard International Strategic Eq Open | |||
| MRDVX | 20.01 | -0.07 | -0.35% |
| BlackRock Equity Dividend R | |||
| SQBIX | 14.18 | -0.08 | -0.56% |
| X-Square Balanced Fund, LLC Instl | |||