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PCAOX vs VTSMX
PCAOX vs VTSMX Comparison
Open Charts PCAOX vs VTSMX
Principal Capital Appreciation R3
Price$86.07
Change-$0.21 (-0.24%)
VolumeN/A
Net Assets5.18B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
PCAOX vs VTSMX Comparison Chart in %
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PCAOX vs. VTSMX commentary
Sep 08, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. PCAOX (5.18B). VTSMX pays higher dividends than PCAOX: VTSMX (1.07) vs PCAOX (0.26). PCAOX was incepted earlier than VTSMX: PCAOX (16 years) vs VTSMX (33 years). PCAOX (0.99) is less costly to investors than VTSMX (0.14). PCAOX is a more actively managed with annual turnover of: 41.40 vs. VTSMX (2.00). PCAOX has a lower initial minimum investment than VTSMX: PCAOX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. PCAOX (11.28). VTSMX return over 5 years is better than : 84.94 vs. PCAOX (64.09).
| PCAOX | VTSMX | PCAOX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 8.455 | 10.330 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18B | 1.95T | 0% |
| Annual Yield % from dividends | 0.26 | 1.07 | 25% |
| Returns for 1 year | 11.28 | 18.03 | 63% |
| Returns for 3 years | 62.07 | 63.63 | 98% |
| Returns for 5 years | 64.09 | 84.94 | 75% |
| Returns for 10 years | 63.34 | 224.15 | 28% |
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