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PCAQX vs VTSMX
PCAQX vs VTSMX Comparison
Open Charts PCAQX vs VTSMX
Principal Capital Appreciation R5
Price$77.44
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets4.47B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
PCAQX vs VTSMX Comparison Chart
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PCAQX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. PCAQX (4.47B). VTSMX pays higher dividends than PCAQX: VTSMX (1.26) vs PCAQX (0.53). 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 : 7.95 vs. PCAQX (2.86). VTSMX return over 5 years is better than : 89.18 vs. PCAQX (73.99).
| 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 | -4.724 | -4.022 | 117% |
| 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 | 1.26 | 42% |
| Returns for 1 year | 2.86 | 7.95 | 36% |
| Returns for 3 years | 43.35 | 40.07 | 108% |
| Returns for 5 years | 73.99 | 89.18 | 83% |
| Returns for 10 years | 41.17 | 165.24 | 25% |
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