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PCAQX vs VSMPX
PCAQX vs VSMPX Comparison
Open Charts PCAQX vs VSMPX
Principal Capital Appreciation R5
Price$88.33
Change-$0.22 (-0.25%)
VolumeN/A
Net Assets5.18B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
PCAQX vs VSMPX Comparison Chart in %
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PCAQX vs. VSMPX commentary
Sep 09, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. PCAQX (5.18B). VSMPX pays higher dividends than PCAQX: VSMPX (1.17) vs PCAQX (0.47). PCAQX was incepted earlier than VSMPX: PCAQX (16 years) vs VSMPX (10 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 : 18.05 vs. PCAQX (11.75). VSMPX return over 5 years is better than : 85.03 vs. PCAQX (66.75).
| 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 | 10 years | - |
| Gain YTD | 8.674 | 10.358 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18B | 1.95T | 0% |
| Annual Yield % from dividends | 0.47 | 1.17 | 40% |
| Returns for 1 year | 11.75 | 18.05 | 65% |
| Returns for 3 years | 63.21 | 63.71 | 99% |
| Returns for 5 years | 66.75 | 85.03 | 78% |
| Returns for 10 years | 70.20 | 214.57 | 33% |
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