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PCAOX vs VTSAX
PCAOX vs VTSAX Comparison
Open Charts PCAOX vs VTSAX
Principal Capital Appreciation R3
Price$88.04
Change+$0.35 (+0.40%)
VolumeN/A
Net Assets5.15B
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
PCAOX vs VTSAX Comparison Chart in %
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PCAOX vs. VTSAX commentary
Oct 19, 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: 2.02T vs. PCAOX (5.15B). VTSAX pays higher dividends than PCAOX: VTSAX (1.13) vs PCAOX (0.26). 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 : 13.81 vs. PCAOX (6.66). VTSAX return over 5 years is better than : 84.90 vs. PCAOX (63.68).
| 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 | 10.938 | 13.023 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 2.02T | 0% |
| Annual Yield % from dividends | 0.26 | 1.13 | 23% |
| Returns for 1 year | 6.66 | 13.81 | 48% |
| Returns for 3 years | 72.65 | 76.08 | 95% |
| Returns for 5 years | 63.68 | 84.90 | 75% |
| Returns for 10 years | 62.11 | 225.85 | 28% |
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