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PCAQX vs VTSMX
PCAQX vs VTSMX Comparison
Open Charts PCAQX vs VTSMX
Principal Capital Appreciation R5
Price$86.68
Change+$0.47 (+0.55%)
VolumeN/A
Net Assets5.13B
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
PCAQX vs VTSMX Comparison Chart in %
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PCAQX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. PCAQX (5.13B). VTSMX pays higher dividends than PCAQX: VTSMX (1.09) vs PCAQX (0.48). PCAQX was incepted earlier than VTSMX: PCAQX (15 years) vs VTSMX (33 years). PCAQX (0.68) is less costly to investors than VTSMX (0.14). PCAQX is a more actively managed with annual turnover of: 41.40 vs. VTSMX (2.00). PCAQX has a lower initial minimum investment than VTSMX: PCAQX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 19.68 vs. PCAQX (13.16). VTSMX return over 5 years is better than : 84.96 vs. PCAQX (67.17).
| PCAQX | VTSMX | PCAQX / VTSMX | |
| Total Expense Ratio | 0.68 | 0.14 | 486% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 6.644 | 8.067 | 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 | 1.09 | 44% |
| Returns for 1 year | 13.16 | 19.68 | 67% |
| Returns for 3 years | 52.70 | 51.93 | 101% |
| Returns for 5 years | 67.17 | 84.96 | 79% |
| Returns for 10 years | 57.51 | 201.27 | 29% |