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PCAOX vs VTSMX
PCAOX vs VTSMX Comparison
Open Charts PCAOX vs VTSMX
Principal Capital Appreciation R3
Price$85.17
Change-$0.22 (-0.26%)
VolumeN/A
Net Assets5.16B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
PCAOX vs VTSMX Comparison Chart in %
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PCAOX vs. VTSMX commentary
Aug 18, 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: 1.91T vs. PCAOX (5.16B). VTSMX pays higher dividends than PCAOX: VTSMX (1.09) vs PCAOX (0.27). PCAOX was incepted earlier than VTSMX: PCAOX (15 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 : 16.21 vs. PCAOX (9.09). VTSMX return over 5 years is better than : 85.82 vs. PCAOX (65.23).
| PCAOX | VTSMX | PCAOX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 7.321 | 9.266 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16B | 1.91T | 0% |
| Annual Yield % from dividends | 0.27 | 1.09 | 25% |
| Returns for 1 year | 9.09 | 16.21 | 56% |
| Returns for 3 years | 46.74 | 46.80 | 100% |
| Returns for 5 years | 65.23 | 85.82 | 76% |
| Returns for 10 years | 51.71 | 202.54 | 26% |
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