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PCAOX vs VTSMX
PCAOX vs VTSMX Comparison
Open Charts PCAOX vs VTSMX
Principal Capital Appreciation R3
Price$88.04
Change+$0.35 (+0.40%)
VolumeN/A
Net Assets5.15B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
PCAOX vs VTSMX Comparison Chart in %
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PCAOX vs. VTSMX commentary
Oct 19, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. PCAOX (5.15B). VTSMX pays higher dividends than PCAOX: VTSMX (1.04) vs PCAOX (0.26). 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 : 13.79 vs. PCAOX (6.66). VTSMX return over 5 years is better than : 84.86 vs. PCAOX (63.68).
| 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 | 10.938 | 13.012 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 2.02T | 0% |
| Annual Yield % from dividends | 0.26 | 1.04 | 25% |
| Returns for 1 year | 6.66 | 13.79 | 48% |
| Returns for 3 years | 72.65 | 76.02 | 96% |
| Returns for 5 years | 63.68 | 84.86 | 75% |
| Returns for 10 years | 62.11 | 225.10 | 28% |
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