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PCAOX vs VTSAX
PCAOX vs VTSAX Comparison
Open Charts PCAOX vs VTSAX
Principal Capital Appreciation R3
Price$83.67
Change+$0.20 (+0.24%)
VolumeN/A
Net Assets4.84B
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
PCAOX vs VTSAX Comparison Chart in %
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PCAOX vs. VTSAX commentary
Dec 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 PCAOX is a StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. PCAOX (4.84B). VTSAX pays higher dividends than PCAOX: VTSAX (1.11) vs PCAOX (0.25). PCAOX was incepted earlier than VTSAX: PCAOX (16 years) vs VTSAX (25 years). PCAOX (0.99) is less costly to investors than VTSAX (0.04). PCAOX is a more actively managed with annual turnover of: 41.40 vs. VTSAX (2.00). PCAOX has a lower initial minimum investment than VTSAX: PCAOX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.43 vs. PCAOX (2.72). VTSAX return over 5 years is better than : 76.83 vs. PCAOX (54.09).
| PCAOX | VTSAX | PCAOX / VTSAX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 0.99 | 0.04 | 2,475% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 5.431 | 17.379 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 2.06T | 0% |
| Annual Yield % from dividends | 0.25 | 1.11 | 23% |
| Returns for 1 year | 2.72 | 14.43 | 19% |
| Returns for 3 years | 56.65 | 78.05 | 73% |
| Returns for 5 years | 54.09 | 76.83 | 70% |
| Returns for 10 years | 56.87 | 235.67 | 24% |
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