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PWCIX vs VSTSX
PWCIX vs VSTSX Comparison
Open Charts PWCIX vs VSTSX
Principal Capital Appreciation Inst
Price$89.54
Change-$0.58 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.22
Change-$9.02 (-3.14%)
VolumeN/A
CapitalizationN/A
PWCIX vs VSTSX Comparison Chart
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PWCIX vs. VSTSX 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. PWCIX (4.97B). VSTSX pays higher dividends than PWCIX: VSTSX (1.36) vs PWCIX (0.86). PWCIX was incepted earlier than VSTSX: PWCIX (26 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 : 31.03 vs. VSTSX (26.94). VSTSX (84.26) and PWCIX (82.49) have equivalent 5 years return.
| PWCIX | VSTSX | PWCIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 30.221 | 26.417 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| 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 | 26.94 | 115% |
| Returns for 3 years | 28.05 | 27.95 | 100% |
| Returns for 5 years | 82.49 | 84.26 | 98% |
| Returns for 10 years | 70.04 | N/A | - |
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