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PWCIX vs VSTSX
PWCIX vs VSTSX Comparison
Open Charts PWCIX vs VSTSX
Principal Capital Appreciation Inst
Price$84.56
Change+$0.79 (+0.94%)
VolumeN/A
Net Assets4.92B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
PWCIX vs VSTSX Comparison Chart
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PWCIX vs. VSTSX commentary
Jan 19, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. PWCIX (4.92B). VSTSX pays higher dividends than PWCIX: VSTSX (1.36) vs PWCIX (0.86). PWCIX was incepted earlier than VSTSX: PWCIX (26 years) vs VSTSX (9 years). PWCIX is a more actively managed with annual turnover of: 48.20 vs. VSTSX (2.00). PWCIX has a lower initial minimum investment than VSTSX: PWCIX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.28 vs. PWCIX (21.67). VSTSX return over 5 years is better than : 76.20 vs. PWCIX (65.54).
| PWCIX | VSTSX | PWCIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 1.638 | 2.247 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.92B | 1.78T | 0% |
| Annual Yield % from dividends | 0.86 | 1.36 | 63% |
| Returns for 1 year | 21.67 | 25.28 | 86% |
| Returns for 3 years | 34.76 | 29.03 | 120% |
| Returns for 5 years | 65.54 | 76.20 | 86% |
| Returns for 10 years | 63.51 | N/A | - |