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PWCIX vs VTSMX
PWCIX vs VTSMX Comparison
Open Charts PWCIX vs VTSMX
Principal Capital Appreciation Inst
Price$91.26
Change-$0.46 (-0.50%)
VolumeN/A
Net Assets5.26B
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
PWCIX vs VTSMX Comparison Chart in %
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PWCIX vs. VTSMX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. PWCIX (5.26B). VTSMX pays higher dividends than PWCIX: VTSMX (1.07) vs PWCIX (0.62). 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 : 16.04 vs. PWCIX (9.86). VTSMX return over 5 years is better than : 96.39 vs. PWCIX (77.85).
| 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 | 11.284 | 12.863 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 1.95T | 0% |
| Annual Yield % from dividends | 0.62 | 1.07 | 58% |
| Returns for 1 year | 9.86 | 16.04 | 61% |
| Returns for 3 years | 78.98 | 79.91 | 99% |
| Returns for 5 years | 77.85 | 96.39 | 81% |
| Returns for 10 years | 86.37 | 249.73 | 35% |
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