Interact to see
Advertisement
Advertisement
PWCIX vs VTSAX
PWCIX vs VTSAX Comparison
Open Charts PWCIX vs VTSAX
Principal Capital Appreciation Inst
Price$82.52
Change-$1.04 (-1.24%)
VolumeN/A
Net Assets4.89B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
PWCIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PWCIX vs. VTSAX commentary
Jun 15, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. PWCIX (4.89B). VTSAX pays higher dividends than PWCIX: VTSAX (1.28) vs PWCIX (0.68). PWCIX was incepted earlier than VTSAX: PWCIX (26 years) vs VTSAX (25 years). PWCIX (0.45) is less costly to investors than VTSAX (0.04). PWCIX is a more actively managed with annual turnover of: 41.40 vs. VTSAX (2.00). PWCIX has a lower initial minimum investment than VTSAX: PWCIX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. PWCIX (3.88). VTSAX return over 5 years is better than : 91.40 vs. PWCIX (77.88).
| PWCIX | VTSAX | PWCIX / VTSAX | |
| Total Expense Ratio | 0.45 | 0.04 | 1,125% |
| Annual Report Gross Expense Ratio | 0.45 | 0.04 | 1,125% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 0.121 | 1.365 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 1.82T | 0% |
| Annual Yield % from dividends | 0.68 | 1.28 | 53% |
| Returns for 1 year | 3.88 | 10.07 | 39% |
| Returns for 3 years | 59.56 | 57.61 | 103% |
| Returns for 5 years | 77.88 | 91.40 | 85% |
| Returns for 10 years | 51.40 | 179.53 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement