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PWCIX vs VSMPX
PWCIX vs VSMPX Comparison
Open Charts PWCIX vs VSMPX
Principal Capital Appreciation Inst
Price$89.54
Change-$0.58 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
PWCIX vs VSMPX Comparison Chart
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PWCIX vs. VSMPX commentary
Dec 19, 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 PWCIX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. PWCIX (4.97B). VSMPX pays higher dividends than PWCIX: VSMPX (1.36) vs PWCIX (0.86). PWCIX was incepted earlier than VSMPX: PWCIX (26 years) vs VSMPX (10 years). PWCIX is a more actively managed with annual turnover of: 48.20 vs. VSMPX (2.00). PWCIX has a lower initial minimum investment than VSMPX: PWCIX (0) vs VSMPX (100000000). PWCIX annual gain was more profitable for investors over the last year : 31.03 vs. VSMPX (26.92). VSMPX (84.20) and PWCIX (82.49) have equivalent 5 years return.
| PWCIX | VSMPX | PWCIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 30.221 | 26.405 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 1.84T | 0% |
| Annual Yield % from dividends | 0.86 | 1.36 | 63% |
| Returns for 1 year | 31.03 | 26.92 | 115% |
| Returns for 3 years | 28.05 | 27.92 | 100% |
| Returns for 5 years | 82.49 | 84.20 | 98% |
| Returns for 10 years | 70.04 | N/A | - |
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