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PCAOX vs VSMPX
PCAOX vs VSMPX Comparison
Open Charts PCAOX vs VSMPX
Principal Capital Appreciation R3
Price$88.78
Change-$1.76 (-1.94%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
PCAOX vs VSMPX Comparison Chart in %
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PCAOX vs. VSMPX commentary
Nov 14, 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 StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. PCAOX (5.1B). 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 : 13.44 vs. PCAOX (4.39). VSMPX return over 5 years is better than : 84.08 vs. PCAOX (61.86).
| 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 | 11.870 | 15.994 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 2.05T | 0% |
| Annual Yield % from dividends | 0.25 | 1.12 | 22% |
| Returns for 1 year | 4.39 | 13.44 | 33% |
| Returns for 3 years | 62.59 | 68.30 | 92% |
| Returns for 5 years | 61.86 | 84.08 | 74% |
| Returns for 10 years | 60.69 | 225.48 | 27% |
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