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PCAQX vs VITSX
PCAQX vs VITSX Comparison
Open Charts PCAQX vs VITSX
Principal Capital Appreciation R5
Price$85.09
Change+$0.81 (+0.96%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Market Idx I
Price$150.04
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
PCAQX vs VITSX Comparison Chart in %
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PCAQX vs. VITSX commentary
Jul 07, 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 PCAQX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.82T vs. PCAQX (5.1B). VITSX pays higher dividends than PCAQX: VITSX (1.22) vs PCAQX (0.49). PCAQX was incepted earlier than VITSX: PCAQX (15 years) vs VITSX (28 years). PCAQX (0.68) is less costly to investors than VITSX (0.03). PCAQX is a more actively managed with annual turnover of: 41.40 vs. VITSX (2.00). PCAQX has a lower initial minimum investment than VITSX: PCAQX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 13.90 vs. PCAQX (6.79). VITSX return over 5 years is better than : 95.64 vs. PCAQX (78.21).
| PCAQX | VITSX | PCAQX / VITSX | |
| Total Expense Ratio | 0.68 | 0.03 | 2,267% |
| Annual Report Gross Expense Ratio | 0.68 | 0.03 | 2,267% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 4.687 | 6.423 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.22 | 40% |
| Returns for 1 year | 6.79 | 13.90 | 49% |
| Returns for 3 years | 62.26 | 62.12 | 100% |
| Returns for 5 years | 78.21 | 95.64 | 82% |
| Returns for 10 years | 55.24 | 198.64 | 28% |
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