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PCAOX vs VSMPX
PCAOX vs VSMPX Comparison
Open Charts PCAOX vs VSMPX
Principal Capital Appreciation R3
Price$90.17
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets4.97B
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.82
Change+$0.46 (+0.15%)
VolumeN/A
Net Assets2.05T
PCAOX vs VSMPX Comparison Chart in %
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PCAOX vs. VSMPX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. PCAOX (4.97B). VSMPX pays higher dividends than PCAOX: VSMPX (1.12) vs PCAOX (0.25). PCAOX was incepted earlier than VSMPX: PCAOX (16 years) vs VSMPX (11 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 : 12.13 vs. PCAOX (4.88). VSMPX return over 5 years is better than : 76.54 vs. PCAOX (59.78).
| 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 | 11 years | - |
| Gain YTD | 13.621 | 16.247 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 2.05T | 0% |
| Annual Yield % from dividends | 0.25 | 1.12 | 22% |
| Returns for 1 year | 4.88 | 12.13 | 40% |
| Returns for 3 years | 60.25 | 65.53 | 92% |
| Returns for 5 years | 59.78 | 76.54 | 78% |
| Returns for 10 years | 59.68 | 215.41 | 28% |
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