Ad is loading...
PCAQX vs VTSAX
PCAQX vs VTSAX Comparison
Open Charts PCAQX vs VTSAX
Principal Capital Appreciation R5
Price$77.44
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets4.47B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
PCAQX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCAQX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. PCAQX (4.47B). VTSAX pays higher dividends than PCAQX: VTSAX (1.36) vs PCAQX (0.53). 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 : 7.95 vs. PCAQX (2.86). VTSAX return over 5 years is better than : 89.19 vs. PCAQX (73.99).
| 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 | -4.724 | -4.018 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 1.72T | 0% |
| Annual Yield % from dividends | 0.53 | 1.36 | 39% |
| Returns for 1 year | 2.86 | 7.95 | 36% |
| Returns for 3 years | 43.35 | 40.09 | 108% |
| Returns for 5 years | 73.99 | 89.19 | 83% |
| Returns for 10 years | 41.17 | 165.84 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers