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PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$83.81
Change-$0.03 (-0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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PWCIX vs VTSMX Comparison Chart
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PWCIX vs. VTSMX commentary
Sep 21, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. PWCIX (4.75B). VTSMX pays higher dividends than PWCIX: VTSMX (1.26) vs PWCIX (0.86). PWCIX was incepted earlier than VTSMX: PWCIX (25 years) vs VTSMX (32 years). PWCIX is a more actively managed with annual turnover of: 48.20 vs. VTSMX (2.00). PWCIX has a lower initial minimum investment than VTSMX: PWCIX (0) vs VTSMX (3000). VTSMX (31.53) and PWCIX (30.72) have marching annual gain over last year. VTSMX return over 5 years is better than : 85.64 vs. PWCIX (67.74).
| PWCIX | VTSMX | PWCIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 19.910 | 18.617 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 1.72T | 0% |
| Annual Yield % from dividends | 0.86 | 1.26 | 68% |
| Returns for 1 year | 30.72 | 31.53 | 97% |
| Returns for 3 years | 23.42 | 25.35 | 92% |
| Returns for 5 years | 67.74 | 85.64 | 79% |
| Returns for 10 years | 56.39 | 187.59 | 30% |
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