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PCAOX vs VTSMX
PCAOX vs VTSMX Comparison
Open Charts PCAOX vs VTSMX
Principal Capital Appreciation R3
Price$83.52
Change-$5.73 (-6.42%)
VolumeN/A
Net Assets4.86B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
PCAOX vs VTSMX Comparison Chart in %
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PCAOX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. PCAOX (4.86B). VTSMX pays higher dividends than PCAOX: VTSMX (1.00) vs PCAOX (0.07). PCAOX was incepted earlier than VTSMX: PCAOX (16 years) vs VTSMX (34 years). PCAOX (0.99) is less costly to investors than VTSMX (0.14). PCAOX is a more actively managed with annual turnover of: 55.80 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 : 14.79 vs. PCAOX (2.76). VTSMX return over 5 years is better than : 68.19 vs. PCAOX (48.48).
| 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 | 34 years | - |
| Gain YTD | 1.224 | 1.373 | 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 | 1.00 | 7% |
| Returns for 1 year | 2.76 | 14.79 | 19% |
| Returns for 3 years | 46.99 | 63.99 | 73% |
| Returns for 5 years | 48.48 | 68.19 | 71% |
| Returns for 10 years | 71.79 | 270.18 | 27% |
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