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PCAOX vs VTSMX
PCAOX vs VTSMX Comparison
Open Charts PCAOX vs VTSMX
Principal Capital Appreciation R3
Price$79.27
Change-$1.00 (-1.25%)
VolumeN/A
Net Assets4.89B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
PCAOX vs VTSMX Comparison Chart
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PCAOX vs. VTSMX commentary
Jun 16, 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: 1.82T vs. PCAOX (4.89B). VTSMX pays higher dividends than PCAOX: VTSMX (1.18) vs PCAOX (0.29). 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 : 10.06 vs. PCAOX (3.14). VTSMX return over 5 years is better than : 91.36 vs. PCAOX (72.95).
| 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 | -0.113 | 1.349 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 1.82T | 0% |
| Annual Yield % from dividends | 0.29 | 1.18 | 24% |
| Returns for 1 year | 3.14 | 10.06 | 31% |
| Returns for 3 years | 57.60 | 57.59 | 100% |
| Returns for 5 years | 72.95 | 91.36 | 80% |
| Returns for 10 years | 40.89 | 178.92 | 23% |
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