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PCAQX vs VSMPX
PCAQX vs VSMPX Comparison
Open Charts PCAQX vs VSMPX
Principal Capital Appreciation R5
Price$91.17
Change-$1.81 (-1.95%)
VolumeN/A
Net Assets5.1B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
PCAQX vs VSMPX Comparison Chart in %
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PCAQX vs. VSMPX commentary
Nov 14, 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 StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. PCAQX (5.1B). VSMPX pays higher dividends than PCAQX: VSMPX (1.12) vs PCAQX (0.44). PCAQX was incepted earlier than VSMPX: PCAQX (16 years) vs VSMPX (11 years). PCAQX (0.68) is less costly to investors than VSMPX (0.02). PCAQX is a more actively managed with annual turnover of: 41.40 vs. VSMPX (2.00). PCAQX has a lower initial minimum investment than VSMPX: PCAQX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. PCAQX (6.93). VSMPX return over 5 years is better than : 84.08 vs. PCAQX (67.77).
| PCAQX | VSMPX | PCAQX / VSMPX | |
| Total Expense Ratio | 0.68 | 0.02 | 3,400% |
| Annual Report Gross Expense Ratio | 0.68 | 0.02 | 3,400% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 14.395 | 15.994 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 2.05T | 0% |
| Annual Yield % from dividends | 0.44 | 1.12 | 39% |
| Returns for 1 year | 6.93 | 13.44 | 52% |
| Returns for 3 years | 65.49 | 68.30 | 96% |
| Returns for 5 years | 67.77 | 84.08 | 81% |
| Returns for 10 years | 73.32 | 225.48 | 33% |
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