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PWCIX vs VTSAX
PWCIX vs VTSAX Comparison
Open Charts PWCIX vs VTSAX
Principal Capital Appreciation Inst
Price$73.83
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets4.21B
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
PWCIX vs VTSAX Comparison Chart
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PWCIX vs. VTSAX commentary
Apr 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. PWCIX (4.21B). VTSAX pays higher dividends than PWCIX: VTSAX (1.35) vs PWCIX (0.71). PWCIX was incepted earlier than VTSAX: PWCIX (26 years) vs VTSAX (24 years). PWCIX (0.46) 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 : 4.59 vs. PWCIX (0.62). VTSAX return over 5 years is better than : 81.37 vs. PWCIX (68.64).
| PWCIX | VTSAX | PWCIX / VTSAX | |
| Total Expense Ratio | 0.46 | 0.04 | 1,150% |
| Annual Report Gross Expense Ratio | 0.46 | 0.04 | 1,150% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | -10.422 | -10.650 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 1.7T | 0% |
| Annual Yield % from dividends | 0.71 | 1.35 | 52% |
| Returns for 1 year | 0.62 | 4.59 | 13% |
| Returns for 3 years | 23.19 | 17.81 | 130% |
| Returns for 5 years | 68.64 | 81.37 | 84% |
| Returns for 10 years | 36.40 | 146.77 | 25% |
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