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PWCIX vs VSTSX
PWCIX vs VSTSX Comparison
Open Charts PWCIX vs VSTSX
Principal Capital Appreciation Inst
Price$86.83
Change-$1.25 (-1.42%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
PWCIX vs VSTSX Comparison Chart
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PWCIX vs. VSTSX commentary
Nov 18, 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 VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. PWCIX (4.81B). VSTSX pays higher dividends than PWCIX: VSTSX (1.36) vs PWCIX (0.86). PWCIX was incepted earlier than VSTSX: PWCIX (25 years) vs VSTSX (8 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). PWCIX annual gain was more profitable for investors over the last year : 34.20 vs. VSTSX (30.56). VSTSX return over 5 years is better than : 83.83 vs. PWCIX (69.88).
| PWCIX | VSTSX | PWCIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 26.280 | 22.443 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 1.73T | 0% |
| Annual Yield % from dividends | 0.86 | 1.36 | 63% |
| Returns for 1 year | 34.20 | 30.56 | 112% |
| Returns for 3 years | 21.83 | 19.98 | 109% |
| Returns for 5 years | 69.88 | 83.83 | 83% |
| Returns for 10 years | 60.17 | N/A | - |