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PCAOX vs VTSAX
PCAOX vs VTSAX Comparison
Open Charts PCAOX vs VTSAX
Principal Capital Appreciation R3
Price$83.52
Change-$5.73 (-6.42%)
VolumeN/A
Net Assets4.86B
Vanguard Total Stock Mkt Idx Adm
Price$165.45
Change+$4.47 (+2.78%)
VolumeN/A
Net Assets2.06T
PCAOX vs VTSAX Comparison Chart in %
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PCAOX vs. VTSAX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. PCAOX (4.86B). VTSAX pays higher dividends than PCAOX: VTSAX (1.09) vs PCAOX (0.07). 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: 55.80 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 : 14.80 vs. PCAOX (2.76). VTSAX return over 5 years is better than : 68.23 vs. PCAOX (48.48).
| 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 | 1.224 | 1.379 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 2.06T | 0% |
| Annual Yield % from dividends | 0.07 | 1.09 | 7% |
| Returns for 1 year | 2.76 | 14.80 | 19% |
| Returns for 3 years | 46.99 | 64.03 | 73% |
| Returns for 5 years | 48.48 | 68.23 | 71% |
| Returns for 10 years | 71.79 | 270.92 | 26% |
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