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PCAOX vs VTSAX
PCAOX vs VTSAX Comparison
Open Charts PCAOX vs VTSAX
Principal Capital Appreciation R3
Price$88.78
Change-$1.76 (-1.94%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
PCAOX vs VTSAX Comparison Chart in %
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PCAOX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. PCAOX (5.1B). 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 : 11.52 vs. PCAOX (4.39). VTSAX return over 5 years is better than : 80.80 vs. PCAOX (61.86).
| 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 | 11.870 | 13.952 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 2.05T | 0% |
| Annual Yield % from dividends | 0.25 | 1.11 | 23% |
| Returns for 1 year | 4.39 | 11.52 | 38% |
| Returns for 3 years | 62.59 | 66.89 | 94% |
| Returns for 5 years | 61.86 | 80.80 | 77% |
| Returns for 10 years | 60.69 | 225.71 | 27% |
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