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PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$84.56
Change+$0.79 (+0.94%)
VolumeN/A
Net Assets4.92B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
PWCIX vs VTSMX Comparison Chart
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PWCIX vs. VTSMX commentary
Jan 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. PWCIX (4.92B). VTSMX pays higher dividends than PWCIX: VTSMX (1.26) vs PWCIX (0.86). PWCIX was incepted earlier than VTSMX: PWCIX (26 years) vs VTSMX (33 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 annual gain was more profitable for investors over the last year : 25.24 vs. PWCIX (21.67). VTSMX return over 5 years is better than : 76.07 vs. PWCIX (65.54).
| PWCIX | VTSMX | PWCIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 1.638 | 2.241 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.92B | 1.78T | 0% |
| Annual Yield % from dividends | 0.86 | 1.26 | 68% |
| Returns for 1 year | 21.67 | 25.24 | 86% |
| Returns for 3 years | 34.76 | 28.94 | 120% |
| Returns for 5 years | 65.54 | 76.07 | 86% |
| Returns for 10 years | 63.51 | 194.99 | 33% |
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