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PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$78.66
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets4.45B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
PWCIX vs VTSMX Comparison Chart
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PWCIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. PWCIX (4.46B). VTSMX pays higher dividends than PWCIX: VTSMX (1.26) vs PWCIX (0.71). PWCIX was incepted earlier than VTSMX: PWCIX (26 years) vs VTSMX (33 years). PWCIX (0.45) 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 : 7.85 vs. PWCIX (3.63). VTSMX return over 5 years is better than : 87.92 vs. PWCIX (75.55).
| PWCIX | VTSMX | PWCIX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.45 | 0.14 | 321% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | -4.938 | -4.660 | 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 | 1.26 | 57% |
| Returns for 1 year | 3.63 | 7.85 | 46% |
| Returns for 3 years | 44.49 | 39.37 | 113% |
| Returns for 5 years | 75.55 | 87.92 | 86% |
| Returns for 10 years | 44.65 | 162.78 | 27% |
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