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PCAQX vs VTSMX
PCAQX vs VTSMX Comparison
Open Charts PCAQX vs VTSMX
Principal Capital Appreciation R5
Price$82.62
Change-$0.02 (-0.02%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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PCAQX vs VTSMX Comparison Chart
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PCAQX vs. VTSMX commentary
Sep 21, 2024
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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. PCAQX (4.75B). VTSMX pays higher dividends than PCAQX: VTSMX (1.26) vs PCAQX (0.68). PCAQX was incepted earlier than VTSMX: PCAQX (15 years) vs VTSMX (32 years). PCAQX is a more actively managed with annual turnover of: 48.20 vs. VTSMX (2.00). PCAQX has a lower initial minimum investment than VTSMX: PCAQX (0) vs VTSMX (3000). PCAQX annual gain was more profitable for investors over the last year : 30.43 vs. VTSMX (25.89). VTSMX return over 5 years is better than : 82.93 vs. PCAQX (65.63).
| PCAQX | VTSMX | PCAQX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 19.705 | 16.884 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 1.72T | 0% |
| Annual Yield % from dividends | 0.68 | 1.26 | 53% |
| Returns for 1 year | 30.43 | 25.89 | 118% |
| Returns for 3 years | 22.70 | 21.33 | 106% |
| Returns for 5 years | 65.63 | 82.93 | 79% |
| Returns for 10 years | 51.67 | 178.97 | 29% |
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