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PWCIX vs VSMPX
PWCIX vs VSMPX Comparison
Open Charts PWCIX vs VSMPX
Principal Capital Appreciation Inst
Price$88.09
Change+$0.39 (+0.44%)
VolumeN/A
Net Assets5.13B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
PWCIX vs VSMPX Comparison Chart in %
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PWCIX vs. VSMPX commentary
Jul 26, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. PWCIX (5.13B). VSMPX pays higher dividends than PWCIX: VSMPX (1.22) vs PWCIX (0.65). PWCIX was incepted earlier than VSMPX: PWCIX (26 years) vs VSMPX (10 years). PWCIX (0.45) 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 : 17.25 vs. PWCIX (11.69). VSMPX return over 5 years is better than : 92.76 vs. PWCIX (76.40).
| PWCIX | VSMPX | PWCIX / VSMPX | |
| Total Expense Ratio | 0.45 | 0.02 | 2,250% |
| Annual Report Gross Expense Ratio | 0.45 | 0.02 | 2,250% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 6.406 | 7.825 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 1.91T | 0% |
| Annual Yield % from dividends | 0.65 | 1.22 | 53% |
| Returns for 1 year | 11.69 | 17.25 | 68% |
| Returns for 3 years | 62.32 | 59.97 | 104% |
| Returns for 5 years | 76.40 | 92.76 | 82% |
| Returns for 10 years | 61.22 | 190.81 | 32% |
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