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PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$77.44
Change-$0.54 (-0.69%)
VolumeN/A
Net Assets4.53B
Vanguard Total Stock Mkt Idx I
Price$133.24
Change-$0.86 (-0.64%)
VolumeN/A
Net Assets1.81T
PWCIX vs VTSMX Comparison Chart
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PWCIX vs. VTSMX commentary
Mar 12, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. PWCIX (4.53B). VTSMX pays higher dividends than PWCIX: VTSMX (1.15) vs PWCIX (0.67). PWCIX was incepted earlier than VTSMX: PWCIX (26 years) vs VTSMX (33 years). PWCIX (0.46) is less costly to investors than VTSMX (0.14). PWCIX is a more actively managed with annual turnover of: 41.40 vs. VTSMX (2.00). PWCIX has a lower initial minimum investment than VTSMX: PWCIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.61 vs. PWCIX (7.49). VTSMX return over 5 years is better than : 121.83 vs. PWCIX (91.08).
| PWCIX | VTSMX | PWCIX / VTSMX | |
| Total Expense Ratio | 0.46 | 0.14 | 329% |
| Annual Report Gross Expense Ratio | 0.46 | 0.14 | 329% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | -2.876 | -4.894 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.81T | 0% |
| Annual Yield % from dividends | 0.67 | 1.15 | 58% |
| Returns for 1 year | 7.49 | 8.61 | 87% |
| Returns for 3 years | 39.26 | 30.40 | 129% |
| Returns for 5 years | 91.08 | 121.83 | 75% |
| Returns for 10 years | 51.27 | 167.43 | 31% |
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