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PWCIX vs VSMPX
PWCIX vs VSMPX Comparison
Open Charts PWCIX vs VSMPX
Principal Capital Appreciation Inst
Price$77.44
Change-$0.54 (-0.69%)
VolumeN/A
Net Assets4.53B
Vanguard Total Stock Mkt Idx Instl Pls
Price$250.07
Change-$1.61 (-0.64%)
VolumeN/A
Net Assets1.81T
PWCIX vs VSMPX Comparison Chart
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PWCIX vs. VSMPX commentary
Mar 12, 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 PWCIX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. PWCIX (4.53B). VSMPX pays higher dividends than PWCIX: VSMPX (1.25) vs PWCIX (0.67). PWCIX was incepted earlier than VSMPX: PWCIX (26 years) vs VSMPX (10 years). PWCIX (0.46) is less costly to investors than VSMPX (0.02). PWCIX is a more actively managed with annual turnover of: 41.40 vs. VSMPX (2.00). PWCIX has a lower initial minimum investment than VSMPX: PWCIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 8.63 vs. PWCIX (7.49). VSMPX return over 5 years is better than : 121.90 vs. PWCIX (91.08).
| PWCIX | VSMPX | PWCIX / VSMPX | |
| Total Expense Ratio | 0.46 | 0.02 | 2,300% |
| Annual Report Gross Expense Ratio | 0.46 | 0.02 | 2,300% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | -2.876 | -4.876 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.81T | 0% |
| Annual Yield % from dividends | 0.67 | 1.25 | 53% |
| Returns for 1 year | 7.49 | 8.63 | 87% |
| Returns for 3 years | 39.26 | 30.45 | 129% |
| Returns for 5 years | 91.08 | 121.90 | 75% |
| Returns for 10 years | 51.27 | N/A | - |