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PCAQX vs VTSAX
PCAQX vs VTSAX Comparison
Open Charts PCAQX vs VTSAX
Principal Capital Appreciation R5
Price$86.68
Change+$0.47 (+0.55%)
VolumeN/A
Net Assets5.13B
Vanguard Total Stock Mkt Idx Adm
Price$152.35
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
PCAQX vs VTSAX Comparison Chart in %
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PCAQX vs. VTSAX commentary
Aug 10, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. PCAQX (5.13B). VTSAX pays higher dividends than PCAQX: VTSAX (1.18) vs PCAQX (0.48). PCAQX was incepted earlier than VTSAX: PCAQX (15 years) vs VTSAX (25 years). PCAQX (0.68) is less costly to investors than VTSAX (0.04). PCAQX is a more actively managed with annual turnover of: 41.40 vs. VTSAX (2.00). PCAQX has a lower initial minimum investment than VTSAX: PCAQX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 19.69 vs. PCAQX (13.16). VTSAX return over 5 years is better than : 84.99 vs. PCAQX (67.17).
| PCAQX | VTSAX | PCAQX / VTSAX | |
| Total Expense Ratio | 0.68 | 0.04 | 1,700% |
| Annual Report Gross Expense Ratio | 0.68 | 0.04 | 1,700% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 6.644 | 8.076 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 1.91T | 0% |
| Annual Yield % from dividends | 0.48 | 1.18 | 40% |
| Returns for 1 year | 13.16 | 19.69 | 67% |
| Returns for 3 years | 52.70 | 51.97 | 101% |
| Returns for 5 years | 67.17 | 84.99 | 79% |
| Returns for 10 years | 57.51 | 201.96 | 28% |