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PCAOX vs VTSMX
PCAOX vs VTSMX Comparison
Open Charts PCAOX vs VTSMX
Principal Capital Appreciation R3
Price$90.17
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets4.97B
Vanguard Total Stock Mkt Idx I
Price$164.01
Change+$0.25 (+0.15%)
VolumeN/A
Net Assets2.05T
PCAOX vs VTSMX Comparison Chart in %
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PCAOX vs. VTSMX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. PCAOX (4.97B). VTSMX pays higher dividends than PCAOX: VTSMX (1.02) vs PCAOX (0.25). 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: 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 : 12.11 vs. PCAOX (4.88). VTSMX return over 5 years is better than : 76.45 vs. PCAOX (59.78).
| 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 | 13.621 | 16.213 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 2.05T | 0% |
| Annual Yield % from dividends | 0.25 | 1.02 | 25% |
| Returns for 1 year | 4.88 | 12.11 | 40% |
| Returns for 3 years | 60.25 | 65.43 | 92% |
| Returns for 5 years | 59.78 | 76.45 | 78% |
| Returns for 10 years | 59.68 | 225.03 | 27% |
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