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PWCIX vs VTSAX
PWCIX vs VTSAX Comparison
Open Charts PWCIX vs VTSAX
Principal Capital Appreciation Inst
Price$89.54
Change-$0.58 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
PWCIX vs VTSAX Comparison Chart
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PWCIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. PWCIX (4.97B). VTSAX pays higher dividends than PWCIX: VTSAX (1.35) vs PWCIX (0.86). PWCIX was incepted earlier than VTSAX: PWCIX (26 years) vs VTSAX (24 years). PWCIX is a more actively managed with annual turnover of: 48.20 vs. VTSAX (2.00). PWCIX has a lower initial minimum investment than VTSAX: PWCIX (0) vs VTSAX (3000). PWCIX annual gain was more profitable for investors over the last year : 31.03 vs. VTSAX (26.91). VTSAX (84.17) and PWCIX (82.49) have equivalent 5 years return.
| PWCIX | VTSAX | PWCIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 30.221 | 26.390 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 1.84T | 0% |
| Annual Yield % from dividends | 0.86 | 1.35 | 63% |
| Returns for 1 year | 31.03 | 26.91 | 115% |
| Returns for 3 years | 28.05 | 27.89 | 101% |
| Returns for 5 years | 82.49 | 84.17 | 98% |
| Returns for 10 years | 70.04 | 192.77 | 36% |
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