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PCAOX vs VSMPX
PCAOX vs VSMPX Comparison
Open Charts PCAOX vs VSMPX
Principal Capital Appreciation R3
Price$86.07
Change-$0.21 (-0.24%)
VolumeN/A
Net Assets5.18B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
PCAOX vs VSMPX Comparison Chart in %
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PCAOX vs. VSMPX commentary
Sep 08, 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 PCAOX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. PCAOX (5.18B). VSMPX pays higher dividends than PCAOX: VSMPX (1.17) vs PCAOX (0.26). PCAOX was incepted earlier than VSMPX: PCAOX (16 years) vs VSMPX (10 years). PCAOX (0.99) is less costly to investors than VSMPX (0.02). PCAOX is a more actively managed with annual turnover of: 41.40 vs. VSMPX (2.00). PCAOX has a lower initial minimum investment than VSMPX: PCAOX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.05 vs. PCAOX (11.28). VSMPX return over 5 years is better than : 85.03 vs. PCAOX (64.09).
| PCAOX | VSMPX | PCAOX / VSMPX | |
| Total Expense Ratio | 0.99 | 0.02 | 4,950% |
| Annual Report Gross Expense Ratio | 0.99 | 0.02 | 4,950% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 8.455 | 10.358 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18B | 1.95T | 0% |
| Annual Yield % from dividends | 0.26 | 1.17 | 23% |
| Returns for 1 year | 11.28 | 18.05 | 62% |
| Returns for 3 years | 62.07 | 63.71 | 97% |
| Returns for 5 years | 64.09 | 85.03 | 75% |
| Returns for 10 years | 63.34 | 214.57 | 30% |
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