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PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$73.83
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets4.21B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
PWCIX vs VTSMX Comparison Chart
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PWCIX vs. VTSMX commentary
Apr 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. PWCIX (4.21B). VTSMX pays higher dividends than PWCIX: VTSMX (1.25) vs PWCIX (0.71). 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 : 4.59 vs. PWCIX (0.62). VTSMX return over 5 years is better than : 81.35 vs. PWCIX (68.64).
| 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 | -10.422 | -10.648 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 1.7T | 0% |
| Annual Yield % from dividends | 0.71 | 1.25 | 57% |
| Returns for 1 year | 0.62 | 4.59 | 13% |
| Returns for 3 years | 23.19 | 17.80 | 130% |
| Returns for 5 years | 68.64 | 81.35 | 84% |
| Returns for 10 years | 36.40 | 146.23 | 25% |
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