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PWCIX vs VTSAX
PWCIX vs VTSAX Comparison
Open Charts PWCIX vs VTSAX
Principal Capital Appreciation Inst
Price$78.66
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets4.45B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
PWCIX vs VTSAX Comparison Chart
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PWCIX vs. VTSAX commentary
May 09, 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: 1.72T vs. PWCIX (4.46B). VTSAX pays higher dividends than PWCIX: VTSAX (1.36) vs PWCIX (0.71). 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 : 7.85 vs. PWCIX (3.63). VTSAX return over 5 years is better than : 87.93 vs. PWCIX (75.55).
| 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 | -4.938 | -4.657 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 1.72T | 0% |
| Annual Yield % from dividends | 0.71 | 1.36 | 52% |
| Returns for 1 year | 3.63 | 7.85 | 46% |
| Returns for 3 years | 44.49 | 39.39 | 113% |
| Returns for 5 years | 75.55 | 87.93 | 86% |
| Returns for 10 years | 44.65 | 163.37 | 27% |
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